Alfonso  Cobb

Alfonso Cobb, EdD, MSPFP, MSAT, MSFA, MBA

Adjunct Faculty Member


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 Adjunct Professor of Financial Planning for California Lutheran University, an Adjunct Professor for The American College of Financial Services, an Adjunct Professor of Business & Leadership MBA Studies for Southern New Hampshire University, and an Instructor of Professional Programs for the College for Financial Planning.


  • 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 Chairman – Kids In Need Foundation


  • Coaching and Mentoring
  • Leadership and Professional Development
  • Diversity and Inclusion
  • Business Strategy and Organizational Change
  • Recruiting and Retention
  • Financial Education