Dave Alison

Dave Alison, CFP®, EA, BPC has significant experience in the financial planning industry. Dave is currently the President & Founding Partner of C2P Enterprises, a holding company that specializes in simplifying financial planning for advisors and clients. As the Chief Operating Officer & Founding Partner of C2P Enterprises, Dave has played a crucial role in raising industry standards for holistic financial planning services.

In 2015, Dave founded Alison Wealth Management, where they serve as the CEO and works with a team of holistic professionals to provide integrated financial planning solutions. With a focus on making clients' financial lives easier, Alison Wealth Management follows a philosophy of holistic financial planning.

Dave's previous experience includes being the President & Founding Partner of Prosperity Capital Advisors, an SEC-registered investment adviser (RIA) that offers fee-based financial planning and investment solutions. Dave also served as the President, Founding Partner & Investment Committee Co-Chair of Valor Capital Management, an SEC-registered investment adviser firm operating as a Turnkey Asset Management Program (TAMP).

In addition, Dave was the President & Founding Partner of Clarity Insurance Marketing and held the position of Senior Vice President at USA Tax & Insurance Services, Inc. from 2006 to 2011.

Throughout their career, Dave Alison has consistently demonstrated a commitment to fiduciary best interest practices and providing clients with comprehensive financial planning services.

Dave Alison, CFP®, EA, BPC received a Bachelor of Science degree in Finance from Bowling Green State University in the years 2002 to 2006. Dave has also obtained additional certifications including Enrolled Agent from the Internal Revenue Service in 2019, The Bucket Plan® Certification from Clarity 2 Prosperity in 2017, CFP® from CFP Board in 2016, Series 65 from FINRA in 2007, and Insurance Agent certifications from the South Carolina Department of Insurance in 2006.