Bob Coode, CSA

Bob Coode, CSA

Bob joined Skoda Minotti as a partner in 2001 following 25 years in private practice. For 40 years, he has consulted with clients on their comprehensive financial planning needs.

Bob helps clients navigate their way through the many “life-changing events” they face, including marriage, divorce, the loss of a loved one, retirement and the sale of their business. He takes great pride in helping his clients plan and organize their financial affairs.

Bob is licensed as an investment advisory representative with ProEquities, Inc. He is also licensed in all areas of insurance and insurance planning and received his Certified Senior Advisor (CSA) designation in 2002. He is a member of the International Association for Financial Professionals, the National Association of Financial Planning and the Society of Financial Service Professionals. He has received industry honors, such as The National Quality Award and the National Sales Achievement Award. He is also a life member of the Million Dollar Round Table.

Bob is a past board member and officer of The Deepwood Foundation, The Lake County United Way and The Euclid Schools Foundation.

He is a 1969 graduate of Miami University, where he also played football. He also holds a graduate certificate from the Purdue Management Institute.

Check the background of your financial professional on FINRA’s BrokerCheck.

Advisory Services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker/Dealer, and member FINRA and SIPC. Skoda Minotti Financial Services is Independent of ProEquities, Inc.

No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.

Questions? Contact Us:

Latest Blogs

Sign up to receive our latest blog, newsletters and events.

► Get Connected