Joshua Dobi

Phone: 704-987-1425
joshua@northmainfinancial.com

Joshua Dobi, CFP®, brings three decades of experience helping clients navigate complex financial landscapes. As a CERTIFIED FINANCIAL PLANNER™ professional, he offers comprehensive financial planning and investment advisory services utilizing a broad spectrum of instruments—including stocks, bonds, options, mutual funds, ETFs, annuities, life insurance, limited partnerships, and REITs.

Joshua earned his BA in International Business from Grove City College. Deeply committed to serving his community, he has held leadership roles across numerous civic and non-profit organizations, including serving on the Boards of Directors for the following organizations:

• Lake Norman Chamber of Commerce, Chairman
• Cain Center for the Arts
• Bethel Presbyterian Church Session, Finance Chair
• Novant Health Foundation Advisory Board
• North Mecklenburg Rotary Club
• The Peninsula Club, Finance Committee
• The Peninsula Yacht Club, Fleet Committee
• Charlotte Independence Soccer Club (CISC)