Robert Coode

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Robert Coode

Managing Director, Partner

About Robert

Robert Coode has been successfully guiding families and businesses through the complexities of developing, implementing and monitoring their financial plans for over 25 years. As a Registered Investment Advisor, Robert has a fundamental obligation to provide investment and planning advice that always acts in his clients’ best interests.

Community Involvement

  • Graduate, Leadership Lake County
  • CYO basketball coach
  • Former Trustee Lake Health Foundation

Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through Marcum Wealth, a SEC Registered Investment Advisor. Marcum Wealth and Marcum Insurance Services are separate from Valmark Securities, Inc.

Broker Check

Subject Matter Expertise

Financial Planning
Retirement Income Planning
401(k), 403(b), 457 Retirement Plan Rollovers
Asset Allocation and Portfolio Design
Insurance and Risk Management

Education and Certifications

The University of Dayton
John Carroll University (Executive Certificate in Financial Planning)
Series 6, 63, and 65