Executive Vice President | Founding Partner
David Alison, executive vice president of C2P Enterprises, is an accomplished Certified Financial Planner™, industry mentor, and strategist known for creating and innovating financial planning and investment processes to help advisors deliver holistic wealth management solutions to their clients.
Dave is a frequent speaker at industry conferences and regularly conducts advisor training on C2P’s signature planning processes and investment strategies. He has a true passion for educating advisors on ways they can enhance the financial planning strategies they bring to their clients. As a founding partner, Dave helped bring together the like-minded team at Clarity 2 Prosperity and values the group’s goal of changing the financial services industry for the better and its dedication to only working with those who have high ethical standards and a focus on putting the clients’needs first.
Dave entered the financial services industry through an internship in college and immediately realized he found his calling. Upon graduating from Bowling Green State University with a degree in finance, Dave interviewed for a position as a fund analyst at one of the largest brokerage and investment managers in the world. This interview process quickly made him realize his passion was not analyzing funds, but rather helping individual clients and families manage their investments. At that time Dave joined an established financial planning office in Florida that was beginning to build a national presence. Within a five-year period, Dave helped grow that organization exponentially, resulting in over $3.5 billion in new assets.
In addition to his role at C2P Enterprises, Dave is the founder of Alison Wealth Management, a boutique holistic financial planning and investment management firm bringing household CFO services to high-net worth families in Silicon Valley. Dave holds his Series 65, life, health, and variable annuity licenses as well as the Certified Financial Planner™ and Certified Financial Fiduciary® designations. The CFP® designates that certificants have met extensive educational and experience requirements, have passed the comprehensive CFP® Certification Exam, provide a fiduciary standard of care, and are held to rigorous professional and ethical standards. CFP® certification is recognized as the highest standard in personal financial planning.
Dave is a member of the Financial Planning Association®, Million Dollar Round Table, and is an education junkie, attending more than 10 conferences per year to continue to advance his knowledge to help others. As a culmination of all of his experiences, Dave has been the lead subject matter expert in developing C2P’s financial planning software as well.
Originally from New York, Dave and his wife, Alana, travel frequently including trips to visit her family in England. Through this family connection, Dave has developed a unique specialty of serving the financial needs of UK expatriates residing in the US who are approaching retirement. He and Alana are the proud parents of two children and their dog Higgins.
Certified Financial Planner Board of Standards, Inc. (CFP Board) was founded in 1985 as a 501(c)(3) non-profit organization that serves the public interest by promoting the value of professional, competent and ethical financial planning services, as represented by those who have attained CFP® certification. CFP Board sets and enforces the requirements for CFP® certification, including: education, examination, experience, and ethics, Individuals who successfully complete CFP Board’s initial and ongoing certification requirements are authorized to use the CFP® certification marks in the United States
The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession. FPA supports high standards of professional competence, ethical conduct and clear, complete disclosure when serving clients.
Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 42,000 of the world’s leading life insurance and financial services professionals from more than 470 companies in 71 countries.
Qualification for MDRT: A minimum of USD $92,000 of eligible commissions paid is required.
- Dave is a Mentor through the Financial Planning Association’s MentorMarch Program
- Dave is a technology geek and is going to be very excited to talk to you about The Bucket Plan® Software he helped build
- Has a passion for working on complex financial planning situations for clients and advisors
- Enjoys fishing and traveling. He has visited 10 countries since 2013 and hopes to double
that number over the next couple years
- His wife is from London, England and they try to go back every year
- Dave has been published in Forbes, US News, FinancialPlanning.com, Yahoo.com, NASDAQ.com and other industry media outlets
- Financial Planning Association®
- FPA of Silicon Valley