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Meet Your Team

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 engineer advanced financial, tax, investment, insurance and estate planning needs into one holistic plan led him to found Alison Wealth Management, which serves clients 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 9 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.

David Roth, EA Photo

David Roth, EA

Tax & Wealth Advisor

David.Roth@AlisonWealth.com

David Roth is tax & wealth advisor who has obtained the designations & licensing of Enrolled Agent (EA) admitted to practice before the IRS, Certified Divorce Specialist®, Investment Advisor Representative, as well as passing the  Certified Financial Planner™ (CFP®) Exam. This diverse experience and credentialing allows him to bring unique solutions to our clients regarding their tax, financial and investment matters. David is a graduate of Boston University with an undergraduate degree in Music, and later earned a Certificate of Financial Planning from Boston University School of Professional Education.

To continue his own education to best serve our clients, David is actively involved in the National Association of Enrolled Agents, a member of the Financial Planning Association Boston Chapter, the National Association of Divorce Professionals, in addition to serving on the board of his local homeowners association.

He recently hosted a live on-air radio show on 94.9fm in East Boston called Freelance Finance detailing the lives of finance professionals and freelancers.

Prior to joining Alison Wealth Management, David worked for Intuit, the makers of TurboTax, as a Tax Expert where he would answer tax questions and help hundreds of individuals file their returns. In addition, he served as a lead bookkeeper with their bookkeeper department within QuickBooks Live. This has given him great insight into tax strategy and planning at a national level.

David is married to his wife Julie and has a 2 year old daughter, Poppy. When he is not working, he enjoys making music with his daughter. Other interests include renewable energy, electric cars, watching football, and reading tax court cases.


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