Dave Alison, CFP®, EA, BPC
Chief Operating Officer | Founding Partner
Dave Alison is an accomplished financial planner and entrepreneur with a passion for helping advisors take their business and planning capabilities to the next level.
As Chief Operating Officer and a Founding Partner of C2P Enterprises, Dave has been responsible for helping bring together the leadership team and driving the enterprise and each underlying company towards its collective vision of simplifying financial planning for 1 billion people worldwide. Dave is engaged across all aspects of the enterprise, with a day-to-day focus 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. As Jason Smith would say, “I make it up, and Dave makes it real.”
In addition to his role at C2P Enterprises, Dave’s capabilities to engineer advanced financial, tax, investment, insurance and estate planning needs into one holistic plan led him to founding Alison Wealth Management, based in Silicon Valley, but serving clients across the United States virtually.