Dave Alison is an accomplished financial planner and entrepreneur with a passion for helping advisors take their business and planning capabilities to the next level.
As a founding partner of C2P Enterprises, Dave has been responsible for helping bring together the leadership team and driving the enterprise and each underlying company towards its collective vision of simplifying financial planning for 1 billion people worldwide.
As Executive Vice President, 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 has a true unique ability to take vision and turn it into reality. As Jason Smith would say, “I make it up and Dave makes it real.”
He is known for creating and innovating financial planning and investment processes to help advisors deliver holistic solutions, and he is widely sought as a speaker at industry conferences and is regularly interviewed on his knowledge of holistic planning by media outlets including, Bloomberg, MarketWatch, Forbes, Investor’s Business Daily, US News and World Report, Financial Planning Magazine and more. Dave is the creator of The Tax Management Journey℠ and serves as a mentor and trainer to thousands of financial advisors nationwide.
In addition to his role at C2P Enterprises, Dave’s capabilities to engineer advanced financial, tax, investment, insurance and estate planning needs into one holistic plan led him to found Alison Wealth Management based in Silicon Valley but serving clients across the United States virtually.
Dave is an active member of The Financial Planning Association, The National Association of Enrolled Agents, The National Ethics Association, and The Forum 400. He earned his Bachelor of Science in Finance and holds the CERTIFIED FINANCIAL PLANNER™ designation, Enrolled Agent, Bucket Plan Certified®, Series 65 - Uniform Investment Adviser Law Examination, as well as the Life, Health, and Variable Annuity licenses.
Originally from New York, Dave and his wife, Alana, currently reside just outside of Charleston in Mt. Pleasant, SC. He and Alana are the proud parents of two beautiful girls.