About Dave Alison, CFP®, EA

Dave Alison is an accomplished financial, tax, and investment advisor with a passion to help individuals achieve financial freedom. 

Dave’s professional capabilities to coordinate tax, financial, insurance and estate planning needs are what led him to found Alison Wealth Management as a boutique tax, financial planning & investment management firm bringing household CFO services to affluent families & high-income professionals across the United States. 

To validate his commitment to furthering his education and competency in the advice he provides, Dave has earned the CERTIFIED FINANCIAL PLANNER™ designation, Enrolled Agent and Certified Financial Fiduciary® designation.   

  • The CERTIFIED FINANCIAL PLANNER™ (CFP®) designates that certificants have met extensive educational and experience requirements, have passed the comprehensive CFP® Certification Exam, provide a fiduciary standard of care, and are held to rigorous professional and ethical standards. CFP® certification is recognized as the "highest standard" in personal financial planning.
  • An Enrolled Agent (EA) is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years. Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights.
  • The Certified Financial Fiduciary® (CFF®) designates that certificants have successfully completed a rigorous certification and training process established by The National Association of Certified Financial Fiduciaries, and who agree to uphold high moral, ethical and fiduciary standards of service when providing advice to potential or existing clients.  

In addition to Alison Wealth Management, Dave is the founding partner of a financial services company with a vision to help financial advisors across the United States deliver a better financial planning & investment experience to their clients. Under his leadership over the last 8 years, that company has grown into a highly respected enterprise of companies including an SEC Registered Investment Advisor Firm managing over $900,000,000 of client assets, an institutional asset management firm, a financial planning coaching and training organization, and an insurance agency supporting hundreds of financial planners across the United States.  

Dave currently serves as a mentor and trainer to hundreds of financial planners, CPAs and estate planning attorneys as well as a frequent speaker at industry conferences through the United States. He is regularly called upon as a public speaker and by the media to share his knowledge on holistic financial planning, including Bloomberg, MarketWatch, Forbes, Investor’s Business Daily, US News and World Report, Financial Planning Magazine and more. 

About Alison Wealth Management

We help people build and protect their wealth by engineering & actively managing their taxes and investments.

At Alison Wealth Management, we bring all the services together so you don’t have to--helping you live your best life.

The road leading to your financial independence can be a bumpy one. Proper navigation is critical to reaching your ultimate destination – a secure and well-coordinated retirement.

Our team takes a holistic approach to financial planning. We try to help maximize your life-savings to accomplish your unique goals by coordinating all critical areas of your financial life, including:

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Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This brochure is limited to the dissemination of general information pertaining to its investment advisory/management services. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Alison Wealth Management and PCA are separate, non-affiliated entities. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money. © 2018 Alison Wealth Management 2016-2018 Alison Wealth Management.

Offices in: Palo Alto, CA Cleveland, OH | St. Petersburg, FL

Direct: 650-617-3402  |  Website: https://AlisonWealth.com  |  Email: info@AlisonWealth.com

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We offer solutions on account balances as low as $25,000

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We offer competitive interest rates compared to banks


We are held to the duty of care of a fiduciary

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“We work as hard as our clients do to ensure their money is earning the best rates possible.” 

Dave Alison, CFP®, EA
Founder & President

  • Guaranteed Principal
  • Guaranteed Rate Each Year
  • Earnings Are Tax Deferred
  • Limited Time. Rates Subject To Change
  • Comprehensive Financial Planning
  • Investment Management
  • Tax Planning & Preparation
  • Insurance
  • Compensation Planning
  • Estate Planning
  • Social Security strategies
  • Medicare

Dave is an active member of: 

  • The Financial Planning Association: 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. The primary aim of FPA is to elevate the profession that transforms lives through the power of financial planning. FPA supports high standards of professional competence, ethical conduct and clear, complete disclosure when serving clients.
  • The FPA of Silicon Valley: The Financial Planning Association of Silicon Valley is to be the voice of the financial planning profession in Silicon Valley.
  • The National Association of Enrolled Agents: NAEA is the organization powering enrolled agents, America’s tax experts®
  • The National Ethics Association: The National Ethics Association (NEA) has helped business professionals build their businesses on a foundation of trust, ethics and best practices. NEA is also devoted to aiding consumers with the increasingly complex task of conducting due diligence on business professionals. This results in greater peace of mind for skeptical consumers and also rewards those worthy of their trust. 

Originally from New York, Dave and his wife, Alana, travel frequently, including trips to visit her family in England. Through this family connection, Dave has also developed a unique specialty of serving the financial needs of UK expatriates residing in the US who are approaching retirement. He and Alana are the proud parents of two beautiful girls.

Rates are based on current interest rates and are subject to change at any time. Not all annuities are available in all states. Surrender charges may apply to withdrawals during the surrender period. A 10% IRS penalty may apply to withdrawals prior to age 59 ½. Annuity product guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Annuities are not guaranteed by any bank or credit union and are not insured by the FDIC or any other federal government agency. Information presented on this website is not intended as tax or legal advice. You are encouraged to seek tax or legal advice from a qualified professional.