Dave Alison

Dave Alison, CFP®, EA, BPC, is the Founder and CEO of Alison Wealth Management since November 2015, focusing on high-net-worth families and offering a comprehensive tax, investment, and advisory experience. Dave is also the President and Founding Partner of C2P Enterprises, which includes four distinct brands aimed at simplifying financial planning for advisors and their clients, and the President, Founding Partner, and Co-Chair of the Investment Committee at Prosperity Capital Advisors, an SEC-registered investment advisor dedicated to holistic wealth management. Previously, Dave served as Senior Vice President at USA Tax & Insurance Services, Inc. from June 2006 to January 2011. Dave holds a Bachelor of Science in Finance from Bowling Green State University, earned in 2006.