About Alison Wealth Management
Alison Wealth Management was founded by nationally recognized advisor Dave Alison, CFP®, EA, BPC with the philosophy to make clients’ financial lives easier through integrated holistic wealth management.
Dave has become a thought-leader, speaker, and industry trainer on holistic financial planning including specializations in the coordination of taxation and financial planning, equity compensation such as NQSOs, ISOs, RSUs, Founder's Stock, and ESPPs, and retirement income distribution planning.
Dave's personal experience helping his brother navigate the complex financial decisions that arose from being the CTO and Founder of a tech startup which was eventually purchased by Facebook led him to open Alison Wealth Management's Palo Alto office to help others with similar opportunities or challenges.
Today at Alison Wealth Management, we deliver comprehensive wealth management to a broad range of clients, including high-net-worth retirees, affluent professionals with stock options or company equity, as well as business owners.
Our team is proud to serve residents in and around Palo Alto, CA (Greater San Francisco Bay Area, Mount Pleasant, SC (Greater Charleston Area), and Marietta, GA (Greater Atlanta Area) as well as clients across the United States by connecting through virtual meetings.
The CERTIFIED FINANCIAL PLANNER™ (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.
An Enrolled Agent (EA) is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years. Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights.
A CPA is a trusted financial advisor who helps individuals, businesses, and other organizations plan and reach their financial goals. Whatever those goals-saving for a new home, opening a new office, or planning a multi-billion- dollar merger-CPAs can help.
