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Dave Alison, CFP®, EA, BPC

Lead Trainer | Founding Partner
DAlison@C2Penterprises.com

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, he serves as a mentor and coach to thousands of financial advisors nationwide. He has developed numerous holistic financial planning trainings and is the creator of The Tax Management Journey℠.

Additionally, Dave is the Chief Operating Officer and founding partner of C2P Enterprises where he is responsible for helping bring together the leadership team and driving the enterprise towards its collective vision of simplifying financial planning for 1 billion people worldwide. Dave is engaged across all aspects of the enterprise, with a day to day focus on driving the company’s key growth initiatives, directing the overall corporate strategy, and leading the executive team of the enterprise.

Dave is also the President of Prosperity Capital Advisors, a nationally branded corporate RIA bringing valuable resources and capabilities to independent IARs and President of Valor Capital Management, a TAMP providing an industry leading investment offering to RIAs and Broker Dealers.

Dave’s capabilities to engineer advanced financial, tax, investment, insurance and estate planning needs into one holistic plan also led him to found Alison Wealth Management based in Silicon Valley but serving clients across the United States virtually.

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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.

Things you must know about Dave
  • 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

Fun facts 

  • 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

Organizations 

  • Financial Planning Association®
  • NAIFA
  • FPA of Silicon Valley