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.
Throughout his career, Dr. Cobb has employed a versatile, goal-driven, analytical, hands-on approach to business leadership and team development through coaching, training, and continuous process optimization. In addition, his leadership style focuses on motivating and supporting individuals to help them achieve their full potential and attain professional growth.
Dr. Cobb is also 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

Strengths:

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