Featured Member Recognition


Dungan February2012WILLIAM J. DUNGAN, JR., CFP, CEBS


William J. Dungan, Jr. works extensively in the field of Insurance and Employee Benefits.  As the owner of Dungan and Associates, LLC., he specializes in developing strategies that create and preserve assets for business owners, corporate executives and high net-worth individuals. He has been a shareholder of M Financial Group for twenty years.

He is an instructor in the Department of Finance and the Executive Development Center at Old Dominion University; teaching courses in Employee Benefits, Life and Health Insurance and Financial Planning, and has taught CEBS courses at the University of Virginia.

He has served as a board member of the Society of Financial Service Professionals,  as treasurer of the Hampton Roads Youth Hockey Association, trustee of ODU’s Educational Foundation, Vice President of the Board of the Epilepsy Association of Virginia, and Chairman of Insurance & Financial Services Center at ODU.

A graduate of ODU, Dungan studied economics in graduate school and earned Masters’ degrees in Financial Services and Management from the American College in Bryn Mayr, PA.  He holds the professional designations of Certified Financial Planner (CFP), Certified Employee Benefit Specialist (CEBS), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC). He recently completed the University of Manchester’s Certificate in Egyptology.

His achievements are recognized by Who’s Who in the World, Who’s Who in Industry & Finance and Who’s Who in American Education.

William’s Contact Information:

William J. Dungan, Jr. CFP,CEBS
Dungan & Associates LLC
1080 Laskin Road, Suite 102
Virginia Beach, VA 23451
757.561.2639 (fax)

You can email him at William Dungan

Previous Featured Members:


May, 2015      Karl Klinger