Robert Cox in

Robert Cox

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Partner and Private Wealth Advisor at Continuum Wealth Partners
📍 Clearwater, Florida, United States

Robert is a founding Partner and Private Wealth Advisor at Continuum Wealth Partners, a Northwestern Mutual firm. With a Ph. D. in Financial Planning and extensive certifications, he guides professionals and families on complex financial matters. Forbes recognized him as a 2024 Best-in-State Wealth Advisor.

Originally from Virginia, Robert lives in Virginia Beach with his wife and two children. He is an avid golfer and enjoys spending his free time on the water, embracing the coastal lifestyle.

He founded his original practice, Cox Financial Group, in 1988 before co-founding his current firm.

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Experience
30 Years
Current Role
Partner and Private Wealth Advisor
Location
Clearwater, Florida, United States
Personality Overview

How Robert shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Robert cares about

Retirement Income Planning
Specializes in creating retirement income strategies and frequently posts about ensuring financial security for retirees.
Legacy & Estate Planning
As an Accredited Estate Planner (AEP), this is a core part of his practice, helping clients manage their legacies.
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Career

Work history

1-2021
Partner and Private Wealth Advisor
Continuum Wealth Partners
1-1995
Wealth Management Advisor
Northwestern Mutual Financial Network
In the press

Media appearances

Robert Cox - Continuum Wealth Partners | Northwestern Mutual (Forbes Profile). Featured in Forbes
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Education
Bachelor's degree
Old Dominion University
1990 - 1992
MBA
Strayer University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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