Joshua Dobi CFP®
Joshua Dobi, CFP®, has been assisting clients with their financial needs for over two decades. He is registered to work with a broad spectrum of financial instruments including:
- Stocks & Bonds
- Mutual Funds
- Annuities & Life Insurance
- Limited Partnerships & Real Estate Investment Trusts (REITs)
- Investment Advisory Services
Joshua has a Bachelor of Arts degree in International Business from Grove City College. In addition to his securities & insurance registrations and license, Joshua is a CERTIFIED FINANCIAL PLANNER(TM) professional. The CFP® curriculum, examinations, and trademarks are administered by the Certified Financial Planner Board of Standards, Inc. (www.cfp.net)
In addition to his professional commitments, Joshua sits on the boards of directors for several non-profit organizations.
