Robert Cox

Robert Cox Email and Phone Number

Partner and Private Wealth Advisor, MBA, Ph.D., ChFC, RICP, AEP, WMCP, with Continuum Wealth Partners, under Northwestern Mutual Private Client Group. @ Continuum Wealth Partners
Robert Cox's Location
Clearwater, Florida, United States, United States
Robert Cox's Contact Details
About Robert Cox

In 2021, my colleague and I founded Continuum Wealth Partners, under Northwestern Mutual Private Client Group. This partnership expanded my original firm, Cox Financial Group, and increased our abilities to better serve our clients. Our mission is to work with conscientious professionals, families, and business owners, helping them make some of the most important decisions of their lives, and guide them to true financial security. As a Private Wealth Advisor with the Northwestern Mutual Wealth Management Company, I understand complex financial issues, and how they can affect life goals -- whether you are working to achieve current financial success, or protect and preserve assets over the long term. I work closely with my clients to help them gain a clear understanding of investment goals and identify a solution to meet their needs. Together, we create a comprehensive plan designed to achieve their goals, while providing the personal attention needed to protect their future. I address specific needs of my clients in the following areas:- Retirement income planning- Asset or income protection strategies- Managing the impact of taxes in an overall financial plan- Help manage investments to align with personal goals and individual risk tolerances- Legacy and estate planning- Defensive planning including Life and Disability and Long Term Care The Northwestern Mutual Wealth Management Company offers high quality investment, insurance, and wealth management programs and services for families, business owners, professionals, and high net worth clients. The company’s mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. Please contact me with any and all questions.

Robert Cox's Current Company Details
Continuum Wealth Partners

Continuum Wealth Partners

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Partner and Private Wealth Advisor, MBA, Ph.D., ChFC, RICP, AEP, WMCP, with Continuum Wealth Partners, under Northwestern Mutual Private Client Group.
Robert Cox Work Experience Details
  • Continuum Wealth Partners
    Partner And Private Wealth Advisor
    Continuum Wealth Partners Jan 2021 - Present
    Clearwater, Florida, United States
    Our highly credentialed planning team is built to provide our clients with the peace of mind that we are here for them and their families well into the future. We work best with busy, well-intentioned professionals that want to ensure financial security for their families and businesses, yet know they need objective guidance and accountability. Clients value our partnership in the creation and implementation of tailored strategies that lead to the financial outcomes that impact their lives.
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  • Northwestern Mutual Financial Network
    Wealth Management Advisor
    Northwestern Mutual Financial Network Jan 1995 - Present
    Tampa Bay
    I specialize in retirement income planning, asset or income protection strategies, managing the impact of taxes on an overall financial plan, aligning investment goals with individual risk tolerance, legacy and estate planning, and defensive planning including life and disability and long term care.
    View

Robert Cox Skills

Retirement Planning Wealth Management Investments Financial Planning Insurance Financial Stability Wealth Preservation Planning Finance

Robert Cox Education Details

Frequently Asked Questions about Robert Cox

What company does Robert Cox work for?

Robert Cox works for Continuum Wealth Partners

What is Robert Cox's role at the current company?

Robert Cox's current role is Partner and Private Wealth Advisor, MBA, Ph.D., ChFC, RICP, AEP, WMCP, with Continuum Wealth Partners, under Northwestern Mutual Private Client Group..

What is Robert Cox's email address?

Robert Cox's email address is ro****@****mfn.com

What is Robert Cox's direct phone number?

Robert Cox's direct phone number is +172742*****

What schools did Robert Cox attend?

Robert Cox attended Old Dominion University, Strayer University, The American College, The American College Of Financial Services, Old Dominion University - College Of Business And Public Administration.

What skills is Robert Cox known for?

Robert Cox has skills like Retirement Planning, Wealth Management, Investments, Financial Planning, Insurance, Financial Stability, Wealth Preservation Planning, Finance.

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