Dave Alison, CFP®, EA, BPC

Dave Alison

President | Founding Partner

Dave Alison, CFP®, EA, BPC, is an accomplished financial planner and entrepreneur with a passion for helping advisors take their business and planning capabilities to the next level.

As President of Prosperity Capital Advisors (PCA), Dave provides strategic leadership to the organization, co-chairing the investment committee and leading the comprehensive financial and tax planning team. Dave is responsible for investment platform development and execution, as well as advisor and client experience, including—operations, investment management, technology, and advisor development.

In addition to his role as President of PCA, Dave is the President and  Founding Partner of C2P, an organization whose purpose is to educate, train, grow, and support holistic financial advisors so families can achieve true prosperity.

Dave is engaged across all aspects of the enterprise. He is focused on driving the company’s key growth initiatives and directing the overall corporate strategy. Dave has a truly unique ability to take a vision and turn it into reality.

Dave’s ability to engineer advanced financial, tax, investment, insurance, and estate planning needs into one holistic plan led him to found Alison Wealth Management, which serves clients virtually across the U.S. Dave is also a member of the Financial Planning Association®.

He 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. A member of the Million Dollar Round Table premier association for financial professionals, Dave is committed to exceptional client service and improving the financial industry. 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.

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.