INVESTMENTNEWS 40 UNDER 40


Associated tags: Mission, EA, BPC, C2P, Sales Tax Management Services, Family, Financial adviser

C2P Enterprises' President and Founding Partner, Dave Alison, Named to 2023 InvestmentNews 40 Under 40 List

Retrieved on: 
Wednesday, June 7, 2023
Mission, EA, BPC, C2P, Sales Tax Management Services, Family, Management, Financial adviser

CLEVELAND, June 7, 2023 /PRNewswire/ -- C2P Enterprises (C2P), a holding company comprised of four distinct brands, each designed to simplify financial planning for advisors and the clients they serve, is pleased to announce that Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P, has been named to InvestmentNews' 2023 40 Under 40 list. The annual awards program celebrates 40 remarkable young professionals in the financial advice industry for their leadership and accomplishments, placing them among an elite class of role models and rising stars. To view Alison's 40 Under 40 profile, visit: https://40under40inadvice.com/winners/dave-alison/.

Key Points: 
  • The annual awards program celebrates 40 remarkable young professionals in the financial advice industry for their leadership and accomplishments, placing them among an elite class of role models and rising stars.
  • To view Alison's 40 Under 40 profile, visit: https://40under40inadvice.com/winners/dave-alison/ .
  • "Receiving this accolade alongside so many esteemed industry colleagues is both a tremendous honor and a humbling experience," said Alison.
  • "This recognition is a testament to Dave's exceptional leadership and contributions to the financial services industry," said Jason L Smith, founder and CEO of C2P.