HFA Icon

Sticking with Your Plan with Dave Alison

HFA Padded
Jacob Wolinsky
Published on
Sign up for our E-mail List and Get FREE Access to Exclusive Investment E-books and More!

ValueWalk's Raul Panganiban interviews Dave Alison, CFP, EA, founding partner of C2P Enterprises. Dave is also the founder and CEO of Alison Wealth Management.

Q1 2020 hedge fund letters, conferences and more

Financial Planning
stevepb / Pixabay

Interview with Dave Alison

Transcript

Hello podcast listeners. Today's very special episode with Dave Alison, certified financial planner, enrolled agent and founding partner of Clarity to Prosperity Enterprises. Dave is also founder and CEO of Alison Wealth Management. He's a graduate of Bowling Green University with a Bachelor of Science and finance. In today's episode, we discuss the current climate, his approach to investing...

Login required to continue reading.

Setup a free account to get access to this article (no credit card required).

View Full Article
Already a member? Log in here
HFA Padded

Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid