Dr. Alfonso Cobb
Financial Services Professional & Financial Literacy Advocate
Personal Notes
I want to focus on teaching financial literacy because I have seen—firsthand, over four decades as a financial advisor and coach—how profoundly money decisions shape people’s lives, opportunities, and sense of dignity. As a Doctor of Education, I’ve come to understand that financial outcomes are rarely just about math or markets; they are about behavior, beliefs, emotions, and access to clear, practical education.
I’ve worked with individuals and families at every stage of life—those just starting out, those building wealth, and those trying to recover from mistakes or circumstances beyond their control. Too often, the common thread I see is not a lack of intelligence or effort, but a lack of foundational financial education at the moment it was needed most. People are expected to make life-altering financial decisions without ever being taught how money really works or how emotions influence those decisions.
Teaching financial literacy allows me to combine experience, research, and empathy to help people build confidence, make informed choices, and align their financial decisions with their values and goals. At its core, financial literacy is about empowerment—and I believe everyone deserves that.
Bio
Dr. Alfonso Cobb is a certified professional business coach and Managing Director of Cobb Consulting Group, LLC. He is a veteran of the financial services industry with more than 40 years of leadership experience across wealth management, sales leadership, and organizational development. Dr. Cobb is an NFEC Certified Financial Education Instructor℠ (CFEI).
During his distinguished career, Dr. Cobb has held senior leadership roles at some of the nation’s most respected financial institutions, including Managing Director of Wealth at J.P. Morgan Securities, Vice President and Regional Sales Manager at Charles Schwab & Co., Vice President and National Sales Manager at Bank of Montreal/Harris Investor Services, and Vice President, Branch Leader, and Vice President of Diversity & Inclusion at Fidelity Investments.
As Vice President of Diversity & Inclusion at Fidelity, Dr. Cobb served on the firm’s D&I Senior Advisory Team and was an officially sponsored Corporate Thought Leader. In this role, his team advised Fidelity’s Global D&I Office, Senior Management Team, and business leaders on the design and execution of enterprise-wide diversity, equity, and inclusion strategies.
Throughout his career, Dr. Cobb has employed a goal-driven, analytical, and hands-on leadership approach, emphasizing coaching, training, and continuous process improvement. His leadership philosophy centers on motivating and supporting individuals to achieve their full potential and sustained professional growth.
In addition to his industry leadership, Dr. Cobb has an extensive academic background. He has served as an Adjunct Professor of Financial Planning at California Lutheran University, an Adjunct Professor at The American College of Financial Services, an Adjunct Professor of Business and Leadership in MBA programs at Southern New Hampshire University, and as Department Chair of Advanced Programs & Designations and Associate Professor of Financial Planning at the College for Financial Planning.
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