Joshua Dobi CFP®


Phone: 704-987-1425

Joshua Dobi, CFP®, has been assisting clients with their financial needs for over two decades.  He is registered to offer 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. (

Outside of the office, Joshua has been and continues to be a part of several organizations Boards of Directors including:

  • Past Chairman, Lake Norman Chamber of Commerce
  • Cain Center for the Arts
  • Bethel Presbyterian Church Session
  • The John R. Bradford III Campaign
  • The Peninsula Club, Finance Committee
  • The Peninsula Yacht Club Fleet Committee
  • Novant Health Foundation Advisory Board
  • North Mecklenburg Rotary Club