Born and raised in Hampton Roads and a College of William & Mary graduate, Alan Dawkins is a Certified Financial Planner® with Colonial River Wealth Management. Alan has over 21 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 pursue of their financial goals.
In addition to the experience and educational requirements, ethical standards and the comprehensive examination requirements of the CFP® certification, Alan has obtained several professional registrations. These including FINRA Series 6 and 7 General Representation Registrations, the Series 63 Uniform Securities Agent held through LPL Financial and the Series 65 Uniform Investment Advisor Law examination. He also holds a Life, Annuity and Variable Contracts insurance licenses in the state of Virginia.
Personally, Alan has earned the prestigious Eagle Scout honor where he learned the importance of serving his community and serves on the Board of Directors for Habitat for Humanity Peninsula and Greater Williamsburg. Alan is an avid soccer fan, youth soccer coach, as well as a former competitive soccer player and cyclist and a two-time finisher of Ironman distance triathlons. Alan and his wife Christine have two young children, Morgan and Wesley.