Jim Dobbs

Dobbs Education specializes in designing, developing, and managing financial training and education programs.

We work with organization directors, executives, board members, committees, task forces, staff, and volunteers. We have written feasibility studies and business plans; designed the structure, content, and delivery of various certification and designation programs; and helped organizations position and market these programs.

We have built a significant network of strategic relationships with financial planners and advisors, insurance professionals, investment managers, CPA’s, tax and retirement specialists, asset protection specialists, and estate planning attorneys.

Mr. Dobbs served Investments & Wealth Institute (formerly IMCA) and CFP Board as director of education between 2005 and 2014. In 1998 Mr. Dobbs launched Dobbs Wealth Management Group, LLC, an independent fee-only financial planning and investment management practice. Before founding Dobbs Wealth, Jim worked for several financial services firms including the investment banking firm of Harris Webb & Garrison (now SMH Group), Mercer Advisors, and IDS (now Ameriprise Financial). In addition to serving clients at each firm Jim held various managerial positions.