Dave Alison, CFP®, EA

Dave Alison

Dave Alison, CFP®, EA, BPC
President | Founding Partner

Dave Alison, CFP®, EA, BPC, is an accomplished financial planner and entrepreneur with a passion for helping advisors take their business and planning capabilities to the next level.

As President and Founding Partner of C2P, Dave has been responsible for helping drive the enterprise towards a collective vision of simplifying financial planning for 1 billion people worldwide.

Dave is engaged across all aspects of the enterprise. He is focused on driving the company’s key growth initiatives, directing the overall corporate strategy, and leading the executive team. Dave has a unique ability to take a vision and turn it into reality.

In addition to his role at C2P, Dave is President and Co-Founder of Prosperity Capital Advisors, a nationally branded, planning-first corporate RIA bringing valuable resources and capabilities to independent IARs. In this role, he works closely with financial advisors leveraging his expertise in tax management, particularly in advanced cases with high-net-worth and ultra-high-net-worth clients.

Dave’s ability to engineer advanced financial, tax, investment, insurance, and estate planning needs into one holistic plan also led him to found Alison Wealth Management, which serves clients virtually across the U.S. Dave is also a member of the Financial Planning Association®.

He has consistently proven to be a wealth of knowledge and skill for his clients and other advisors throughout his career, earning recognition for his skill and dedication in the financial services industry. A member of the Million Dollar Round Table premier association for financial professionals, Dave is committed to exceptional client service and improving the financial industry. In 2023, Dave was named to the InvestmentNews 40 Under 40 list for his accomplishments, contributions, leadership, and promise. Dave also was a winner of a ThinkAdvisor LUMINARIES award in the Thought Leadership and Education category for his work at C2P.

Dave and his wife, Alana, live just outside of Charleston, South Carolina; they are the proud parents to three beautiful daughters.