President of Wealth Management | Founding Partner

Dave Alison, CFP®, EA, BPC, is an accomplished wealth manager and entrepreneur with a passion for holistic wealth management.

In 2023, Dave was named to the InvestmentNews 40 Under 40 list for his accomplishments, contributions, leadership, and promise. Dave also was a winner of a ThinkAdvisor LUMINARIES award in the Thought Leadership and Education category for his work at C2P.

In 2024, he was named a finalist for Advisor of the Year (Regional West) by InvestmentNews and a “Wealthies” award finalist for Thought Leader of the Year by WealthManagement.com for his efforts at Prosperity Capital Advisors.

And in 2025, InvestmentNews deemed him Advisor of the Year (Regional – Southeast) at the InvestmentNews Awards.

As President of Wealth Management and Founding Partner of Prosperity Capital Advisors, Dave has been responsible for helping drive the enterprise toward a collective vision of simplifying financial planning for 1 billion people worldwide.

Dave is engaged across all aspects of the enterprise, accountable for C2P’s platform, consisting of a corporate RIA, insurance platform, talent development platform, and marketing agency. He is focused on leading the RIA platform, Prosperity Capital Advisors, and helping Prosperity’s investment advisor representatives grow their business and support their ultra-high-net-worth clients.

Entrepreneurship, Accolades, and Community

In addition to his role at C2P, Dave is the Founder and CEO of Alison Wealth Management, an ensemble holistic wealth management firm with offices in Palo Alto, California; Charleston, South Carolina; and Atlanta, Georgia. Alison Wealth Management was built on all the foundational business model and processes developed by C2P and serves high-net-worth and ultra-high-net-worth clients across the country.

Dave has consistently proven to be a wealth of knowledge and skill for his clients and other advisors throughout his career, earning recognition for his skill and dedication in the financial services industry. As a member of the Million Dollar Round Table’s Top of The Table, Financial Planning Association®, The National Association of Enrolled Agents, and Entrepreneurs’ Organization, Dave is committed to exceptional client service and improving the financial industry.

Dave and his wife, Alana, live just outside of Charleston, South Carolina. They are the proud parents to three beautiful daughters.

Certified Financial Planner Board of Standards, Inc. (CFP Board) was founded in 1985 as a 501(c)(3) non-profit organization that serves the public interest by promoting the value of professional, competent, and ethical financial planning services, as represented by those who have attained CFP® certification. CFP Board sets and enforces the requirements for CFP® certification, including: education, examination, experience, and ethics. Individuals who successfully complete CFP Board’s initial and ongoing certification requirements are authorized to use the CFP® certification marks in the United States.