Dave Alison, CFP®, EA, BPC
President | Co-Chair Investment Committee | Founding Partner
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 of Valor Capital Management, Dave oversees the integration of strategy between operations, marketing, financial planning, and business development while ensuring the company is achieving its strategic objective.
In addition to his role at Valor Capital Management, 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; Clarity Insurance Marketing, fiduciary-friendly insurance marketing organization (IMO); 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.