President | Founding Partner Dave Alison, CFP®, EA, BPC, is an accomplished wealth manager and entrepreneur with a passion for holistic wealth management. In 2023, Investment News named Dave to its 40 Under 40 list for his accomplishments, contributions, leadership and promise. Dave was also a winner of a ThinkAdvisor LUMINARIES award in the Thought Leadership and Education category for his work at C2P. In 2024, Investment News deemed him a finalist for Advisor of the Year (Regional West). Meanwhile, Wealth Management dubbed him a “Wealthies” award finalist for Thought Leader of the Year for his efforts at Prosperity Capital Advisors (PCA). As C2P’s president and founding partner, Dave has been responsible for helping drive the enterprise toward a collective vision. That collective vision is to simplify financial planning for 1 billion people worldwide. Dave is engaged across all aspects of the enterprise, accountable for C2P’s various platforms: He’s focused on leading the RIA platform, PCA. Concurrently, he helps PCA’s investment advisor representatives grow their businesses and support their ultra-high-net-worth clients. In addition to his role at C2P, Dave is the founder and CEO of Alison Wealth Management, an ensemble holistic wealth management firm. It has offices in Palo Alto, California; Charleston, South Carolina; and Atlanta, Georgia. He built Alison Wealth Management on all the foundational business models and processes that C2P developed. The firm serves high-net-worth and ultra-high-net-worth clients nationwide. Dave has consistently proven to offer a wealth of knowledge and skill to his clients and other advisors during his career. As a result, he’s earned recognition for his skill and dedication in the financial services industry. He’s a member of the following groups: Additionally, he has a course on the American College Knowledge Hub+. Throughout all efforts, Dave remains committed to exceptional client service and financial industry improvement. Dave and his wife, Alana, live just outside Charleston, South Carolina. They’re the proud parents of three beautiful daughters.
Dave Alison, CFP®, EA, BPC
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