Born and raised in Hampton Roads and a College of William & Mary graduate, Alan Dawkins is a Certified Financial Planner® with Dawkins Financial. Alan has over 25 years of experience advising clients on asset accumulation, retirement planning, estate planning strategies and education planning. As the son of schoolteachers and grandson of a former Morehouse College president, Alan places a high importance in the role he serves as an educator to his clients in the pursuit of their financial goals.
In addition to the experience and educational requirements, ethical standards, and the comprehensive examination requirements of the CFP® certification and the Retirement Income Certified Professional designation (RICP®), Alan has obtained several professional registrations. These include Series 6 and 7 General Representation Registrations, the Series 63 Uniform Securities Agent and the Series 65 Uniform Investment Advisor Law registration held through LPL Financial and Colonial River Investments. He also holds Life, Annuity and Variable Contracts insurance licenses in the states of Virginia, Colorado, Kansas and Maryland.
Personally, Alan has earned the prestigious Eagle Scout honor where he learned the importance of serving his community and served on the Executive Board of Directors for Habitat for Humanity Peninsula and Greater Williamsburg. Alan is an avid soccer fan, a former competitive soccer player and cyclist and a two-time finisher of Ironman distance triathlons. As recent as 2023, he had the opportunity to summit Mt Kilimanjaro, in Tanzania (Africa’s highest point at 19,341 ft). Alan and his wife Christine have two young children, Morgan and Wesley and they reside in Yorktown, Virginia.
The first step is for us to listen to YOU! We discuss your goals, concerns and experiences. This process is complimented by the completion of our Financial Planning Questionnaire. This information can be entered into our Personal Financial Website, if you desire, to provide you with a clear and concise method to monitor your entire financial picture.
Meeting with us and discussing your objectives is always at no cost. We welcome the opportunity to create a first-time relationship with a Certified Financial Planner™ or simply a second opinion of an existing plan. Our initial meeting is to determine if we are a good fit for you, in your pursuit of your financial goals.