Robert Coode
Senior VP - Financial Advisor / Aurum Group at Wealth Enhancement
- Role
- Senior VP - Financial Advisor Aurum Group at Wealth Enhancement at Wealth Enhancement
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Robert Coode
With more than 30 years of experience guiding clients through the complexities of wealth…
Experience
Senior VP - Financial Advisor Aurum Group at Wealth Enhancement
May 2025 — Present · Cleveland, OH, US
Education
John Carroll University
Executive Certificate in Financial Planning
2002 — 2003
University of Dayton
Bachelor of Science, Education
1990 — 1994
Skills
- Estate Planning
- Insurance
- Strategic Financial Planning
- Tax Planning
- Asset Allocation
- Risk Management
- College Education Planning
- Financial Planners
- Wealth Management
- Personal Financial Planning
- Investments
- Asset Management
- Retirement Planning
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