Executive Vice President | Founding Partner
Clarity 2 Prosperity

 

Dave Alison is an accomplished financial planner, tax advisor, speaker, and mentor with a passion to help individuals achieve financial freedom. As a founding partner of a C2P Enterprises, Dave has helped bring the leadership team together and shape the vision to simplify financial planning for financial advisors and their clients. To validate his commitment to furthering his education and competency in the advice he provides, Dave has earned the CERTIFIED FINANCIAL PLANNER™ designation, Enrolled Agent and Certified Financial Fiduciary® designation.

Dave’s professional capabilities to coordinate tax, financial, insurance and estate planning needs are what led him to found Alison Wealth Management as a boutique tax, financial planning & investment management firm bringing household CFO services to affluent families & high-income professionals across the United States.

Dave is the creator of The Tax Management Journey® and currently serves as a mentor and trainer to hundreds of financial planners, CPAs and estate planning attorneys as well as a frequent speaker at industry conferences through the United States. He is regularly called upon as a public speaker and by the media to share his knowledge on holistic financial planning, including Bloomberg, MarketWatch, Forbes Investor’s Business Daily, US News and World Report, Financial Planning Magazine and more.

Dave is an active member of The Financial Planning Association, The FPA of Silicon Valley, The National Association of Enrolled Agents, The National Ethics Association, and The Forum 400.

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 also 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 beautiful girls.