C2P Advisory Group

Dave Alison, CFP®, EA, BPC

Dave Alison, CFP®, EA, BPC
Chief Operating Officer | Founding Partner

Dave Alison

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 Chief Operating Officer and founding partner of Clarity Insurance Marketing, Dave has been responsible for bringing together the leadership team and driving the company towards a collective vision of simplifying financial planning for 1 billion people worldwide.

In addition to his role at Clarity Insurance Marketing, Dave is Chief Operating Officer and Founding Partner of C2P Enterprises, the holding company for Prosperity Capital Advisors, a nationally branded corporate RIA bringing valuable resources and capabilities to independent IARs; Valor Capital Management, a registered investment advisor operating as a Turnkey Asset Management Program (TAMP) and a fund strategist; and Clarity 2 Prosperity, a financial training, coaching and IP development organization.

Dave is engaged across all aspects of the enterprise. He is focused 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.

Dave’s ability to engineer advanced financial, tax, investment, insurance, and estate planning needs into one holistic plan 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®.

Dave and his wife, Alana, live just outside of Charleston, South Carolina; they are the proud parents to three beautiful daughters.