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 and Founding Partner 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. He is also Co-Chair of the Investment Committee.

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®.

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 expertise and dedication to the financial services industry. In 2023, Dave was named to the 40 Under 40 for his accomplishments, contributions, leadership, and promise. He was also recognized as a finalist for ThinkAdvisor’s LUMINARIES awards in the Thought Leadership and Education category for his work at C2P.

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

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) was founded in 1985 as a 501(c)(3) non-profit organization that serves the public interest by promoting the value of professional, competent and ethical financial planning services, as represented by those who have attained CFP^® certification. CFP Board sets and enforces the requirements for CFP^® certification, including: education, examination, experience, and ethics, Individuals who successfully complete CFP Board’s initial and ongoing certification requirements are authorized to use the CFP^® certification marks in the United States.

The Financial Planning Association^® (FPA^®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER^™ (CFP^®) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession. FPA supports high standards of professional competence, ethical conduct and clear, complete disclosure when serving clients.