C2P Advisory Group

Dave Alison, CFP®

Dave Alison, CFP®, EA
Executive Vice President | Founding Partner

Dave Alison, CFP®, EA is a founding partner of C2P Enterprises, driving a vision to help financial advisors across the United States simplify financial planning. Dave’s professional capabilities to coordinate tax, financial, insurance and estate planning needs are what led him to found Alison Wealth Management as a boutique tax, financial planning & investment management firm bringing household CFO services to affluent families & high-income professionals across the United States.  

Things you must know about Dave

  • Dave is a Mentor through the Financial Planning Association’s MentorMarch Program
  • Dave is a technology geek and is going to be very excited to talk to you about The Bucket Plan® Software he helped build
  • Has a passion for working on complex financial planning situations for clients and advisors

Fun facts

  • Enjoys fishing and traveling. He has visited 10 countries since 2013 and hopes to double that number over the next couple years
  • His wife is from London, England and they try to go back every year
  • Dave has been published in US News, FinancialPlanning.com, Yahoo.com, NASDAQ.com and other industry media outlets

Organizations

  • Financial Planning Association®
  • NAIFA
  • FPA of Silicon Valley