Your Team

Bob Coode, CSA
Managing Director, Partner

Professional Experience

For over 40 years Bob has built an outstanding reputation working with people to help them build and sustain their financial dreams. Bob serves Aurum as a managing director and partner after being the managing partner of Skoda Minotti Financial Services for 18 years. Bob has been featured in numerous articles relating to investments and estate planning in publications, including Crain's Cleveland Business and Smart Business Magazine.

Areas of Expertise

  • Financial planning for seniors
  • Medicare and Social Security planning
  • Comprehensive financial planning
  • Insurance and risk management

Education and Certifications

  • Miami University
  • Purdue Management Institute
  • Certified Senior Advisor Designation, CSA

Community Involvement

  • Past board member of:
    • The Deepwood Foundation
    • The Lake County United Way
    • The Euclid Schools Foundation

Sign up to receive our newsletters.

Subscribe ➤