Dave Alison, Cfp®, Ea, Bpc

Dave Alison, Cfp®, Ea, Bpc Email and Phone Number

President | Founding Partner | Co-Chair of Investment Commitee @ Prosperity Capital Advisors
Charleston, SC, US
Dave Alison, Cfp®, Ea, Bpc's Location
Charleston, South Carolina Metropolitan Area, United States, United States
Dave Alison, Cfp®, Ea, Bpc's Contact Details

Dave Alison, Cfp®, Ea, Bpc work email

Dave Alison, Cfp®, Ea, Bpc personal email

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Dave Alison, Cfp®, Ea, Bpc phone numbers

About Dave Alison, Cfp®, Ea, Bpc

Dave Alison is a highly regarded entrepreneur and 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 holistic wealth management.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 winner for thought leadership and education, InvestmentNews Top Advisors 2024 list, Excellence Awardee Finalist for the 2024 InvestmentNews Awards, 2024 Thought Leader of the Year Finalist for WealthManagement.com and a multiple-year recipient of the Five Star Wealth Manager Award.As the Founder & CEO, he leads a team of professionals at Alison Wealth Management, whose focus is creating an excellent experience in helping high-net-worth families explore and implement strategies for better wealth outcomes to give them total peace of mind.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 $3.2 billion in client assets.Financial planning & investment advisory services offered through Prosperity Capital Advisors (PCA) an SEC registered investment advisor.

Dave Alison, Cfp®, Ea, Bpc's Current Company Details
Prosperity Capital Advisors

Prosperity Capital Advisors

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President | Founding Partner | Co-Chair of Investment Commitee
Charleston, SC, US
Employees:
17
Dave Alison, Cfp®, Ea, Bpc Work Experience Details
  • Prosperity Capital Advisors
    President | Founding Partner | Co-Chair Of Investment Commitee
    Prosperity Capital Advisors
    Charleston, Sc, Us
  • Alison Wealth Management
    Founder And Ceo
    Alison Wealth Management Nov 2015 - Present
    Palo Alto, Ca, Us
    Helping high-net-worth families explore and implement strategies for better wealth outcomes. When you partner with us, you get a fully integrated tax, investment, and advisory experience.Financial planning & investment advisory services offered through Prosperity Capital Advisors (PCA) an SEC registered investment advisor.
  • C2P Enterprises
    President & Founding Partner
    C2P Enterprises May 2022 - Present
    Westlake, Oh, Us
  • C2P Enterprises
    Chief Operating Officer & Founding Partner
    C2P Enterprises Jan 2011 - May 2022
    Westlake, Oh, Us
    C2P Enterprises is a holding company comprised for four distinct brands, each designed to simplify financial planning for advisors and the clients they serve. United by the vision to provide planning and financial products and solutions in the best interest of the client, each company offers education, training, resources and tools to meet a client’s unique financial situation, along with access to an array of investment and insurance vehicles to help accomplish their goals.Each organization is committed to fiduciary best interest practices and raising industry standards for a higher quality of holistic financial planning services to families nation and worldwide.
  • Prosperity Capital Advisors
    President | Founding Partner | Co-Chair Of Investment Commitee
    Prosperity Capital Advisors Jan 2011 - Present
    Westlake, Oh, Us
    Our mission is to ensure advisors who work with us can strategically align every aspect of their clients’ financial lives into one well- coordinated plan. An SEC-registered investment advisor (RIA), Prosperity Capital Advisors (PCA) is committed to holistic wealth management. Founded by a group of award-winning financial advisors and thought leaders, PCA was built as a platform for other financial professionals to give them access to advanced planning, capabilities, investments, processes, and training.PCA offers not only support, but a depth of expertise for your advisor to tap into. We’ve always been dedicated to holistic offerings and have a solid reputation to prove it: in 2023, our firm was named one of the top 500 RIAs in the country by USA Today — as chosen out of more than 32,000 RIAs. Additionally, PCA was recognized by Financial Advisor Magazine as one of the top 500 RIAs in the country in 2022 and 2023.PCA offers an experienced and skilled team behind the scenes supporting your advisor. We have CFP® professionals, CPAs, tax specialists, estate planning attorneys — anyone you may need to help get the job done — no matter how complex your financial situation may be. Prosperity Capital Advisors’ nationwide team works together with your advisor to help power your prosperity, giving you a clear path to have peace of mind in your financial decisions.At our core, we believe there are five pillars to holistic wealth management, that each add great value to the families our advisors serve. Together, financial planning, asset management, tax management, protection planning, and legacy planning contribute to your overall financial picture, and we work with your advisor to ensure they’re optimized.
  • Usa Tax & Insurance Services, Inc.
    Senior Vice President
    Usa Tax & Insurance Services, Inc. Jun 2006 - Jan 2011

Dave Alison, Cfp®, Ea, Bpc Education Details

  • Bowling Green State University
    Bowling Green State University
    Finance

Frequently Asked Questions about Dave Alison, Cfp®, Ea, Bpc

What company does Dave Alison, Cfp®, Ea, Bpc work for?

Dave Alison, Cfp®, Ea, Bpc works for Prosperity Capital Advisors

What is Dave Alison, Cfp®, Ea, Bpc's role at the current company?

Dave Alison, Cfp®, Ea, Bpc's current role is President | Founding Partner | Co-Chair of Investment Commitee.

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What schools did Dave Alison, Cfp®, Ea, Bpc attend?

Dave Alison, Cfp®, Ea, Bpc attended Bowling Green State University.

Who are Dave Alison, Cfp®, Ea, Bpc's colleagues?

Dave Alison, Cfp®, Ea, Bpc's colleagues are Clinton Pelfrey, Wayne Barker, Chfc®, Dana Hastings, Luke Ripienski, Cfp®, Nigel Valdez, Cff, Frc, Bpc, Anthony (Tony) Engrassia, Chfc, Lutcf, Cff, Gwen Lindsey.

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