Joshua Dobi headshot

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. (

In addition to his professional commitments, Joshua sits on the boards of directors for several non-profit organizations.