Jim Dobbs, Inc.
Financial Education & Management Consulting
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Jim has worked with and/or spoken at events hosted by numerous associations, corporations, and universities across the country. As a consultant Jim regularly works with these organizations' directors, executives, board members, committees, volunteers, management and staff.
Certified Financial Planner Board of Standards
Investment Management Consultants Association
Financial Planning Association
National Association of Personal Financial Planners
Charles Schwab & Co.
SMH Group, Inc.
Mercer
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