About
Dr. Alfonso Cobb is a certified professional business coach and a Managing Director of the Cobb Consulting Group, LLC.
Dr. Cobb is a veteran of the financial services industry, retiring after 37 years. During his tenure in the financial sector, he served as Vice President & Regional Sales Manager for Charles Schwab & Co., Vice President & National Sales Manager for Bank of Montreal/Harris Investor Services, Vice President – Branch Leader, and Vice President of Diversity, and Inclusion at Fidelity Investments. As V.P. of Diversity & Inclusion, Dr. Cobb served as a member of Fidelity’s D&I Senior Advisory Team and as an officially sponsored Corporate Thought Leader for the firm. His team advised Fidelity’s Global D&I Office, Senior Management Team (SMT), and other business leaders on developing and deploying strategies to support the firm’s D&I efforts.
Dr. Cobb is an Instructor of Professional Programs for the College for Financial Planning, an Adjunct Professor of Business & Leadership MBA Studies for Southern New Hampshire University, and an Adjunct Professor of Financial Planning for California Lutheran University.
Education, Certifications, and Boards:
- EdD -Doctor Of Education, Organizational Change and Leadership, University Of Southern California
- MSPFP – Master of Science in Personal Financial Planning, College For Financial Planning
- MSAT – Master of Science in Taxation Accounting, Florida Atlantic University
- MSFA – Master of Science In Forensic Accounting, Florida Atlantic University
- MBA – Master of Business Administration In General Business, Kennesaw State University
- BA – Bachelor of Arts In Liberal Arts, Mercer University
- CPBC – Certified Professional Business Coach, Professional Business Coaching Alliance
- CFEI – Certified Financial Education Instructor, National Financial Educators Council
- MPAS – Master Planner Advanced Studies
- CSM – Certified ScrumMaster
- Certificate in Non-Profit Finance, Northwestern University
- Certificate in Leading Diversity, Equity, and Inclusion, Northwestern University
- Social-Behavioral Research Certificate, Collaborative Institutional Training Initiative (CITI) Program
- FINRA Securities Licenses – Series 24, Series 8, Series 7, Series 6, Series 63, Series 66
- State Insurance Licenses – Illinois Variable Contracts and Health and Life
- Member, Board Of Directors and Finance & Investment Committee Co-Chairman – Kids In Need Foundation
Areas of Expertise:
- Coaching and Mentoring
- Leadership and Professional Development
- Diversity and Inclusion
- Business Strategy and Organizational Change
- Recruiting and Retention
- Financial Education