Real Wealth® Advisors rate this presenter:
David Alison, executive vice president of Clarity 2 Prosperity, is an accomplished Certified Financial Planner™, industry mentor, and strategist known for creating and innovating financial planning and investment processes to help advisors deliver holistic wealth management solutions to their clients.
Dave is a frequent speaker at industry conferences and regularly conducts advisor training on C2P’s signature planning processes and investment strategies. He has a true passion for educating advisors on ways they can enhance the financial planning strategies they bring to their clients.
As a founding partner, Dave helped bring together the like-minded team at Clarity 2 Prosperity and values the group’s goal of changing the financial services industry for the better and its dedication to only working with those who have high standards and a focus on putting the clients’ needs first.
Dave entered the financial services industry through an internship in college and immediately realized he found his calling. Upon graduating from Bowling Green State University with a degree in finance, Dave interviewed for a position as a fund analyst at one of the largest brokerage and investment managers in the world. This interview process quickly made him realize his passion was not analyzing funds, but rather helping individual clients and families manage their investments. At that time Dave joined an established financial planning office in Florida that was beginning to build a national presence. Within a five-year period, Dave helped grow that organization exponentially, resulting in over $3.5 billion in new assets.
In addition to his role at Clarity 2 Prosperity, C2P Advisory Group and Prosperity Capital Advisors, Dave is the founder of Alison Wealth Insight, his boutique holistic financial planning and wealth management practice, which supports a diverse clientele from the mass affluent retiree to high-net worth families. Dave holds his Series 65, life, health, and variable annuity licenses as well as the Certified Financial Planner™ designation. The CFP® designates that certificants have met extensive educational and experience requirements, have passed the comprehensive CFP® Certification Exam, provide a fiduciary standard of care, and are held to rigorous professional and ethical standards. CFP® certification is recognized as the highest standard in personal financial planning.
Dave is a member of the Financial Planning Association®, Million Dollar Round Table, and is an education junkie, attending more than 10 conferences per year to continue to advance his knowledge to help others. As a culmination of all of his experiences, Dave has been the lead subject matter expert in developing C2P’s financial planning software as well.
Dave is originally from New York, and currently lives in Avon Lake, Ohio, with his wife Alana, daughter Everleigh, and dog Higgins.
C2P Capital Advisory Group, LLC d/b/a Prosperity Capital Advisors (“PCA”) is not responsible for the content of Real Wealth® Weekly and is not affiliated with Real Wealth Advisors® or Concorde Investment Services, LLC. PCA has not reviewed the content of Real Wealth® Weekly and is not responsible for ensuring that the content is up-to-date, accurate or complete. PCA does not represent or imply that it endorses the material presented, or opinions offered, on Real Wealth® Weekly or that it believes such information to be accurate or useful. THE CONTENT OF REAL WEALTH® WEEKLY SHOULD NOT BE INTERPRETED AS A RECOMMENDATION FOR ANY SPECIFIC PRODUCT OR SERVICE, USE OR COURSE OF ACTION AND YOU SHOULD NOT ACT OR RELY ON ANY OF SUCH CONTENT WITHOUT SEEKING ADVICE OF A QUALIFIED INVESTMENT PROFESSIONAL. YOUR USE OF ANY INFORMATION OBTAINED FROM OR THROUGH REAL WEALTH® WEEKLY IS AT YOUR OWN RISK.
PCA accepts no liability for any losses or damages (whether direct, indirect, special, consequential or otherwise) arising out of any erroneous information obtained from or through the Real Wealth® Weekly.
Investment advisory services are offered through Prosperity Capital Advisors, an SEC registered investment adviser located in Westlake, Ohio. Dave Alison and Prosperity Capital Advisors are unaffiliated entities.
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