Meet Dave Alison, a highly regarded wealth advisor dedicated to simplifying his clients' financial lives through integrated holistic wealth management. With recognition as a thought leader, speaker, and industry trainer, Dave's expertise lies in comprehensive wealth management. He has specialized knowledge in coordinating tax reduction with wealth building, equity compensation such as stock options or business ownership, and retirement income distribution planning.
Education & Experience
Driven by his personal experience supporting his brother through intricate financial decisions arising from being Founder and CTO of a tech startup, later acquired by Meta (Facebook), Dave established Alison Wealth Management's Palo Alto office to assist high-net-worth individuals navigate similar challenges and maximize their wealth. Today, Dave primarily spends his time with the firm’s $10 million-plus net worth clients, helping them navigate all areas of their family’s finances.
Dave's dedication to continuous learning and providing exceptional advice is exemplified by his academic achievements, including a Bachelor of Science in Finance, the CERTIFIED FINANCIAL PLANNER™ designation, Enrolled Agent status allowing him to represent clients before the IRS, Series 65 - Uniform Investment Adviser Law Examination, Bucket Plan Certified™ designation, as well as life, health, and annuity licenses.
Furthermore, Dave is the founding partner & President of C2P, a platform committed to enhancing financial planning, investment, and training offerings for advisors and their clients across the United States. Dave is also President & Chair of the Investment Committee at Prosperity Capital Advisors — C2P’s SEC-registered, nationally acclaimed investment advisory firm managing over $1.75 billion in client assets.
Awards & Media Appearances
Dave’s exceptional contributions to the financial services industry have garnered prestigious accolades, including being named a 2023 InvestmentNews 40 Under 40 honoree, a 2023 ThinkAdvisor LUMINARIES finalist for thought leadership and education, and a recipient of the Five Star Wealth Manager Award.
His expertise in holistic wealth management has garnered recognition from reputable media outlets, such as Bloomberg, MarketWatch, Forbes, Investor's Business Daily, U.S. News & World Report, and Financial Planning Magazine, positioning him as a trusted source in the field.
Get to Know Dave
When not helping his clients achieve financial clarity and confidence, Dave enjoys spending time with his wife, Alana Alison, and their three daughters, at his home in Charleston, SC. In addition to his professional responsibilities, Dave actively mentors and trains financial planners, CPAs, and estate planning attorneys, while frequently delivering insightful presentations at industry conferences.