Experience & Qualifications

Joshua Dobi, CFP®, has been assisting clients with their financial needs for almost two decades.  He is registered to work with a broad spectrum of financial instruments including:

- Stocks, Bonds, Options  

- 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 PLANNERTM professional. The CFP® curriculum, examinations, and trademarks are administered by the Certified Financial Planner Board of Standards, Inc. (www.cfp.net)

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Check the background of this investment professional on FINRA BrokerCheck