Allison K. Dubreuil, CFP®

Director of Financial Planning

As Director of Financial Planning, Allison is responsible for developing and overseeing the firm’s financial planning process to continue to help our clients enhance their quality of life. Her talents are well-balanced between technical expertise and the more personal side of planning.

What Allison Brings To The Table

Using the numbers to really make a difference in people's lives
Providing reliable, meticulous analysis to help clients feel in control of their finances
Explaining complex issues as they relate to you personally in a clear, actionable way

Allison K. Dubreuil, CFP (certified financial planner)- Wealthway Financial Advisors

Distinctions

CERTIFIED FINANCIAL PLANNER™ since 2012
Active member of the Financial Planning Association of Hampton Roads, having served on its Board of Directors for 7 years and 2018 President
Host of "Dollars and Common Sense"
Attends monthly educational, industry conferences and seminars

Allison Dubreuil's Professional Timeline

2007

Career began in the financial services industry in 2007 as a Senior Shareholder Account Representative at American Funds servicing Financial Advisers and their clients.

2011 - 2012

Worked for a money manager where she was responsible for assisting clients in developing and monitoring investment portfolios and conducting technical market analysis.

2011

Completed the Financial Planning program at Old Dominion University.

2012

Obtained her CERTIFIED FINANCIAL PLANNER™ certification in 2012.

2012 - 2015

Held the position of Director of Financial Planning for a financial services firm in Virginia Beach.

Created and built a financial planning department that offered a strong back-office and client-facing planning resource to over 75 financial advisors.

Developed and facilitated training for new and experienced advisers, teaching them how to provide clients with a comprehensive and uniquely rewarding planning process.

2015

Joined Wealthway Financial Advisors.

Allison grew up in Michigan and comes from a family of financial planners. She attended the University of Arizona, earning a Bachelor of Arts degree in French and minor degrees in Business and Psychology. She and her husband, Eric, live in Virginia Beach and enjoy staying active and traveling as much as possible. Allison also has a passion for dance. She has danced since the age of four and is a national award-winning choreographer. She currently teaches advanced ballet and contemporary dance classes at a studio in Virginia Beach.