March 18, 2014 - Cleveland, Ohio Skoda Minotti, a national CPA, financial and business advisory firm headquartered in Cleveland, Ohio, announced Financial Services Principal Robert Coode has been named a 2014 Cleveland Five Star Wealth Manager from Five Star Professional Magazine.
The Five Star program is the largest and most widely published financial services award program in North America. Award candidates who satisfied 10 objective eligibility and evaluation criteria determine the Five Star Wealth Managers in more than 40 major markets; only 9% of Cleveland-area candidates were selected for the award. The Five Star Wealth Manager award process includes nominations by the candidate’s peers and firms which includes wealth managers, such as SEC- and state-registered investment advisory representatives and registered investment advisors.
“We are honored that Robert has been selected for the Cleveland Five Star designation, and delighted that our peers recognize the value he brings to the organization,” said Robert E. Coode, CSA, Partner with Skoda Minotti Financial Services. “This designation represents Robert’s commitment to helping clients understand thier current financial situation and developing a solid plan that leads them to achieving their ultimate financial objectives.”
Coode, who has 20 years of experience in financial planning, has been with the firm for 12 years; he focuses on financial advisory services including asset management, retirement planning, financial planning, insurance consulting, estate planning, college planning, senior services and 401(k) rollovers.
Skoda Minotti is a business advisory firm with a history of guiding clients’ economic and professional success. Clients include privately-held businesses, public companies, individuals, partnerships and corporations. Along with its renowned accounting, financial and tax services, Skoda Minotti offers a unique complement of advisory services including information technology, strategic marketing, professional staffing, wealth management, risk advisory services, and valuation and litigation advisory specialties to further advance the growth and success of its clients. Skoda Minotti, headquartered in Cleveland, Ohio, has offices in Cleveland, Akron, and Westlake, Ohio and Tampa, Florida, and is an independent member of the BDO Seidman Alliance. Learn more at www.skodaminotti.com.
Advisory Services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker-Dealer, Member, FINRA & SIPC. Skoda Minotti is independent of ProEquities, Inc.