Alison Wealth Management was founded by nationally recognized advisor Dave Alison, CFP®, EA, BPC with the philosophy to make clients’ financial lives easier through integrated holistic wealth management.
Dave has become a thought-leader, speaker, and industry trainer on holistic financial planning including specializations in the coordination of taxation and financial planning, equity compensation such as NQSOs, ISOs, RSUs, Founder's Stock, and ESPPs, and retirement income distribution planning.
Dave's personal experience helping his brother navigate the complex financial decisions that arose from being the CTO and Founder of a tech startup which was eventually purchased by Facebook led him to open Alison Wealth Management's Palo Alto office to help others with similar opportunities or challenges.
Today at Alison Wealth Management, we deliver comprehensive wealth management to a broad range of clients, including founders, early stage employees with private equity grants, or executives, managers, and engineers at the world's leading public tech companies, as well as individuals who have achieved the financial freedom of retirement (which for many of our client's is an early retirement).
Alison Wealth Management has offices in Palo Alto, CA, Mount Pleasant, SC (Charleston Area) and Littleton, MA. Alison Wealth Management serves client's all over the United States by offering virtual meetings.
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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.