Dave Alison, CFP®, EA, BPC
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, 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, Dave is Chief Operating Officer and Founding Partner of C2P Enterprises, the holding company for Clarity Insurance Marketing, fiduciary-friendly insurance marketing organization (IMO); Valor Capital Management, a registered investment advisor operating as a Turnkey Asset Management Program (TAMP) and a fund strategist; and Clarity 2 Prosperity, a financial training, coaching and IP development organization.
Dave is engaged across all aspects of the enterprise. He is focused on driving the company’s key growth initiatives, directing the overall corporate strategy, and leading the executive team of the enterprise. 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 expertise and dedication to the financial services industry. In 2023, Dave was named to the 40 Under 40 for his accomplishments, contributions, leadership, and promise. He was also recognized as a finalist for ThinkAdvisor’s LUMINARIES awards 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.