Robert Coode

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Robert Coode

Managing Director, Partner

About Robert

Robert Coode provides financial advisory, wealth, and risk management services for high-net-worth individuals and retirement plans. With over 25 years’ experience as a lead advisor, Robert takes a consultative approach to developing, implementing, and monitoring financial and retirement plans. While he primarily works out of the Cleveland, OH office, Robert’s clients are located throughout the United States.

Community Involvement

  • Notre Dame Schools 401(k) Retirement Plan, Committee Member
  • Graduate, Leadership Lake County
  • Youth football, baseball, and 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

Practice Focus

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