Dave Alison, CFP®, EA, BPC
Lead Trainer | 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 the lead trainer and a founding partner of Clarity 2 Prosperity, Dave serves as a mentor and coach to thousands of financial advisors nationwide. He has developed numerous holistic financial planning training and is the creator of The Tax Management Journey℠.
In addition to his role at Clarity 2 Prosperity, Dave is Chief Operating Officer and Founding Partner of C2P Enterprises, the holding company for Clarity Insurance Marketing, fiduciary-friendly insurance marketing organization (IMO); Valor Capital Management, a registered investment advisor operating as a Turnkey Asset Management Program (TAMP) and a fund strategist; and Prosperity Capital Advisors, a nationally branded corporate RIA bringing valuable resources and capabilities to independent IARs.
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 of the enterprise. Dave has a truly unique ability to take a vision and turn it into reality.
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®.
Dave and his wife, Alana, live just outside of Charleston, South Carolina; they are the proud parents to three beautiful daughters.
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.