CIMA®, CPWA®, CFP®
President, Dobbs Education, LLC
President, Dobbs Wealth Management Group, LLC
Jim Dobbs specializes in designing, developing and managing financial training and certification programs. Mr. Dobbs served Investment Management Consultants Association® (IMCA®) as director of education where he helped create the Certified Private Wealth Advisor® certification program. The CPWA registered education program is delivered through the University of Chicago’s Booth School of Business where he serves as program director.
Mr. Dobbs helped develop the Advanced Investment Strategist program in portfolio risk management; led a project to help update and revise the Certified Investment Management Analyst® (CIMA) certification program curriculum; and currently serves as chair of IMCA’s Technical Advisory Board.
Mr. Dobbs founded and managed the CFP Board registered financial planning certificate programs at Southern Methodist University in Dallas and The University of Texas at Austin where he was program director. Later he served Certified Financial Planner Board of Standards, Inc. as director of education.
Mr. Dobbs is president of Dobbs Wealth Management Group, LLC, a registered investment advisory practice offering financial planning and investment management services since 1998. Before founding Dobbs Wealth, he worked for several financial services firms, including Mercer; IDS (now Ameriprise); Harris, Webb & Garrison (now SMH Group); and Citigroup.
Mr. Dobbs earned an Executive MBA from Carnegie Mellon University’s Tepper School of Business (with a specialization in asset and wealth management) and holds a master’s degree from the University of Lausanne (Switzerland) in partnership with Swiss Finance Institute. He earned a Post-Baccalaureate Award in Taxation from UCLA Extension and is a graduate of the Management Development for Entrepreneurs (MDE) Program offered through UCLA’s Anderson School of Management. He earned a bachelor’s degree in Business Administration (majoring in financial services and planning) from the Hankamer School of Business at Baylor University.