Dave Alison, CFP®, EA, BPC

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 WealthManagment.com for his efforts at Prosperity Capital Advisors.

As President and Founding Partner of Prosperity Capital Advisors, Dave has been responsible for helping drive the enterprise towards 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 enterprise 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 PCA’s investment advisor representatives grow their business and support their ultra-high net worth clients.

In addition to his role at C2P, Dave is the Founder & CEO of Alison Wealth Management, an ensemble holistic wealth management firm with offices in Palo Alto, CA, Charleston, SC, and Atlanta, GA. 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 county.

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®, and 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.