Allison Rupitz, Cfp
AeroLeads people directory · profile

Allison Rupitz, Cfp Email & Phone Number

Wealth Advisor at Valley First, a division of First West Credit Union
Location: Kelowna, British Columbia, Canada 8 work roles 2 schools
LinkedIn matched
✓ Verified July 2026 3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Valley First, a division of First West Credit Union
Role
Wealth Advisor
Location
Kelowna, British Columbia, Canada
Company size
265 employees

Who is Allison Rupitz, Cfp? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Allison Rupitz, Cfp is listed as Wealth Advisor at Valley First, a division of First West Credit Union, a with 265 employees, based in Kelowna, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Allison Rupitz, Cfp.

Allison Rupitz, Cfp previously worked as Senior Financial Advisor at Valley First, A Division Of First West Credit Union and Financial Advisor at Valley First, A Division Of First West Credit Union. Allison Rupitz, Cfp holds Bachelor Of Business Administration (B.B.A.), Finance, General from Okanagan College.

Company email context

Email format at Valley First, a division of First West Credit Union

This section adds company-level context without repeating Allison Rupitz, Cfp's masked contact details.

Valley First, a division of First West Credit Union

Review company-level records connected to Allison Rupitz, Cfp before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About Allison Rupitz, Cfp

Allison Rupitz, Cfp is a Wealth Advisor at Valley First, a division of First West Credit Union.

Current workplace

Allison Rupitz, Cfp's current company

Company context helps verify the profile and gives searchers a useful next step.

Valley First, a division of First West Credit Union
Valley First, A Division Of First West Credit Union
Wealth Advisor
penticton, british columbia, canada
Website
valleyfirst.com
Employees
265
AeroLeads page
Company profile
View company profile Email format
8 roles

Allison Rupitz, Cfp work experience

A career timeline built from the work history available for this profile.

Customer Service Representative

Davidstea

British Columbia, Canada

- Utilized various sales techniques to achieve KPI's with support from upper management to take risks and be innovative. - Provided customers with extensive knowledge on a wide range of products, while striving to make their experience enjoyable and memorable- Worked effectively and efficiently to ensure merchandise and daily tasks were completed

Nov 2014 - Jun 2018

Customer Service Representative

Bmo Harris Bank

Canada

- Delivered excellent customer service and product knowledge in a fast-paced environment- Completed financial transactions such as deposits, withdrawals, bill payments and other account transactions for customers in an accurate and efficient manner- Advised customers, offering financial solutions and products to meet their everyday banking, investment and lending needs- Consistently exceeded sales goals set out for me each week

Apr 2017 - Mar 2018

Bookkeeper

Dogleg Marketing Studio

British Columbia, Canada

- Tax preparation using Quicken - Maintained and filed account related historical records- Categorized expenses- Created excel spreadsheets to organize expenses- Processed journal entries, online transfers and payments

Jul 2016 - Dec 2017

Wine Sales Representative

Deep Roots Winery/Dirty Laundry Vineyard

British Columbia, Canada

May 2014 - Sep 2017
Team & coworkers

Colleagues at Valley First, a division of First West Credit Union

Other employees you can reach at valleyfirst.com. View company contacts for 265 employees →

BF Barbara Fraser Barbara Fraser Colleague at Valley First, A Division Of First West Credit UnionPrinceton, British Columbia, Canada View → FM Fernanda M. Ladeira Fernanda M. Ladeira Colleague at Valley First, A Division Of First West Credit UnionPenticton, British Columbia, Canada View → HC Harshdeep Chahil Harshdeep Chahil Colleague at Valley First, A Division Of First West Credit UnionOliver, British Columbia, Canada View → LL Lynne Lalonde Lynne Lalonde Colleague at Valley First, A Division Of First West Credit UnionKelowna, British Columbia, Canada View → DF Diane Francis Diane Francis Colleague at Valley First, A Division Of First West Credit UnionCanada View → HB Hank Barrett Hank Barrett Colleague at Valley First, A Division Of First West Credit UnionModesto, California, United States View → CS Chinmay S. Chinmay S. Colleague at Valley First, A Division Of First West Credit UnionKelowna, British Columbia, Canada View → JC Jan Canton Jan Canton Colleague at Valley First, A Division Of First West Credit UnionPenticton, British Columbia, Canada View → CW Connor Whiskin Connor Whiskin Colleague at Valley First, A Division Of First West Credit UnionVernon, British Columbia, Canada View → MM Margaret Martin Margaret Martin Colleague at Valley First, A Division Of First West Credit UnionKelowna, British Columbia, Canada View →
2 education records

Allison Rupitz, Cfp education

Bachelor Of Business Administration (B.B.A.), Finance, General

Okanagan College

Business Diploma, Human Resources Management/Personnel Administration, General

Okanagan College

Successfully achieved a diploma in HRM

FAQ

Frequently asked questions about Allison Rupitz, Cfp

Quick answers generated from the profile data available on this page.

What company does Allison Rupitz, Cfp work for?

Allison Rupitz, Cfp works for Valley First, a division of First West Credit Union.

What is Allison Rupitz, Cfp's role at Valley First, a division of First West Credit Union?

Allison Rupitz, Cfp is listed as Wealth Advisor at Valley First, a division of First West Credit Union.

Where is Allison Rupitz, Cfp based?

Allison Rupitz, Cfp is based in Kelowna, British Columbia, Canada while working with Valley First, a division of First West Credit Union.

What companies has Allison Rupitz, Cfp worked for?

Allison Rupitz, Cfp has worked for Valley First, A Division Of First West Credit Union, Davidstea, Bmo Harris Bank, Dogleg Marketing Studio, and Deep Roots Winery/Dirty Laundry Vineyard.

Who are Allison Rupitz, Cfp's colleagues at Valley First, a division of First West Credit Union?

Allison Rupitz, Cfp's colleagues at Valley First, a division of First West Credit Union include Barbara Fraser, Fernanda M. Ladeira, Harshdeep Chahil, Lynne Lalonde, and Diane Francis.

How can I contact Allison Rupitz, Cfp?

You can use AeroLeads to view verified contact signals for Allison Rupitz, Cfp at Valley First, a division of First West Credit Union, including work email, phone, and LinkedIn data when available.

What schools did Allison Rupitz, Cfp attend?

Allison Rupitz, Cfp holds Bachelor Of Business Administration (B.B.A.), Finance, General from Okanagan College.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.