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Learn the strategies and techniques used by high net-worth individuals to grow and protect their wealth. In this podcast, Dave invites top professionals to talk about investing, financial planning, protection planning, tax management, and estate planning.
In addition to the money talk, Dave and his guests will have some fun talking about lifestyle, travel, tech and unique experiences to make life better!
Dave Alison, CFP®, EA, BPC is a nationally recognized advisor with a passion to make clients’ financial lives easier through integrated holistic wealth management. His professional capabilities to engineer advanced financial, tax, investment, insurance and estate planning needs into one holistic plan led him to found Alison 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.
In addition to Alison Wealth, Dave is the President & Founding Partner of Prosperity Capital Advisors, an SEC Registered Investment Advisor managing just over $1.7 billion in client assets as of December 31, 2022, and with offices around the United States.
Dave's achievements in the financial sector include being named a 2023 InvestmentNews 40 Under 40 honoree, a finalist in ThinkAdvisor's 2023 LUMINARIES for thought leadership, and a recipient of the Five Star Wealth Manager Award.