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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 and Founding Partner of C2P, Dave has been responsible for helping drive the enterprise towards a collective vision of simplifying financial planning for 1 billion people worldwide.
In addition to his role at C2P, Dave is President and Co-Founder of Prosperity Capital Advisors, a nationally branded, planning-first corporate RIA bringing valuable resources and capabilities to independent IARs. In this role, he works closely with financial advisors leveraging his expertise in tax management, particularly in advanced cases with high-net-worth and ultra-high-net-worth clients.
Dave’s ability to engineer advanced financial, tax, investment, insurance, and estate planning needs into one holistic plan also 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 skill and dedication in the financial services industry. A member of the Million Dollar Round Table premier association for financial professionals, Dave is committed to exceptional client service and improving the financial industry. 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.
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.
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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.