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Alison Wealth Management was founded with the philosophy to make clients’ financial lives easier through integrated holistic financial planning. 

Four key differentiators of Alison Wealth Management are:

  1. Proactive Tax Management: Not all money and investments are taxed the same, but is your savings and investment strategy engineered to not only reduce your taxation today, but into the future? Using our proprietary Tax Management Journey® Process, we can help reduce your tax liability today and into the future.
  2. Fiduciaries at all times: In the wealth management world, fiduciaries have a legal duty to give advice that is solely for your benefit and in your best interest. Fiduciaries must put their own personal interests completely aside, in order to remain loyal to their fiduciary duty to you. If they violate this, they can be sued for breach of duty. Because of this, you know that when you work with an advisor at Alison Wealth Management, you are working with someone you can trust.
  3. Retirement Income Specialist: We deliver what it really takes to specialize in working with retirees, with expertise that spans far beyond just creating a diversified retirement portfolio. We dive deep into issues such as planning for the timing of Social Security benefits, retiree-specific tax planning, making Medicare and other health insurance decisions, and combating longevity risk.
  4. Household CFO Service: We know the greatest commodity of all is your time. We provide you a household CFO to coordinate all financial matters so you don't have to.

As Seen In:




Dave Alison, CFP®, EA Photo

Dave Alison, CFP®, EA

FOUNDER AND CEO

Dave.Alison@AlisonWealth.com

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

His 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 a Bachelor of Science in Finance, the CERTIFIED FINANCIAL PLANNER™ designation, Enrolled Agent, Certified Financial Fiduciary® designation, Series 65 - Uniform Investment Adviser Law Examination, as well as the Life, Health, and Variable Annuity licenses. 

  • 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.  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. 
  • The Forum 400: in 2019, Dave was invited to join the Forum 400, an elite organization comprised of leaders in production and innovation in financial services. Membership is restricted to 400 professionals nationwide. Currently, there are only 280 advisors who meet its rigorous qualifying standards.

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. 

Alana Alison Photo

Alana Alison

OPERATIONS DIRECTOR

Alana.Alison@AlisonWealth.com

Alana Alison is the operations director for Alison Wealth Management and is responsible for providing general support to the clients of Alison Wealth Management, including processing applications and account paperwork, assisting with scheduling needs and managing daily business operations for the firm. Prior to starting the company with husband, Dave Alison, CFP®, she worked for four years with a customer engagement agency providing account management, project management and marketing communications support. She is a graduate of Bournemouth University, located in Dorset, England, with a Bachelor of Arts degree in business studies.

Originally from England, Alana moved to the United States in 2012. She and Dave are the proud parents of two children.


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Meetings can also be scheduled by calling 650-617-3402


Dave Alison, CFP®, EA Photo

Dave Alison, CFP®, EA

FOUNDER AND CEO

Dave.Alison@AlisonWealth.com

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

His 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 a Bachelor of Science in Finance, the CERTIFIED FINANCIAL PLANNER™ designation, Enrolled Agent, Certified Financial Fiduciary® designation, Series 65 - Uniform Investment Adviser Law Examination, as well as the Life, Health, and Variable Annuity licenses. 

  • 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.  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. 
  • The Forum 400: in 2019, Dave was invited to join the Forum 400, an elite organization comprised of leaders in production and innovation in financial services. Membership is restricted to 400 professionals nationwide. Currently, there are only 280 advisors who meet its rigorous qualifying standards.

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.

Alana Alison Photo

Alana Alison

OPERATIONS DIRECTOR

Alana.Alison@AlisonWealth.com

Alana Alison is the operations director for Alison Wealth Management and is responsible for providing general support to the clients of Alison Wealth Management, including processing applications and account paperwork, assisting with scheduling needs and managing daily business operations for the firm. Prior to starting the company with husband, Dave Alison, CFP®, she worked for four years with a customer engagement agency providing account management, project management and marketing communications support. She is a graduate of Bournemouth University, located in Dorset, England, with a Bachelor of Arts degree in business studies.

Originally from England, Alana moved to the United States in 2012. She and Dave are the proud parents of two children.

(650) 617-3402