C2P's Dave Alison Wins 2023 ThinkAdvisor LUMINARIES Award
CLEVELAND, Dec. 14, 2023 /PRNewswire/ -- C2P, an organization designed to simplify financial planning for advisors and the clients they serve, is pleased to announce that the company's President and Founding Partner, Dave Alison, CFP®, EA, BPC, has been named a 2023 ThinkAdvisor LUMINARIES award winner for the Thought Leadership and Education category. Now in its third year, the LUMINARIES awards program highlights those top-performing industry participants—both firms and individuals—that produce meaningful results through efforts that matter most to financial advisors.
- CLEVELAND, Dec. 14, 2023 /PRNewswire/ -- C2P, an organization designed to simplify financial planning for advisors and the clients they serve, is pleased to announce that the company's President and Founding Partner, Dave Alison, CFP®, EA, BPC, has been named a 2023 ThinkAdvisor LUMINARIES award winner for the Thought Leadership and Education category.
- "This award further validates that our efforts to provide actionable, easy-to-follow, proven processes are resonating with professionals throughout the industry.
- Earlier this year, C2P and its Chief Marketing Officer, Matt Seitz, were also named ThinkAdvisor 2023 LUMINARIES finalists in their respective categories.
- The LUMINARIES Class of 2023 Finalists were reviewed by ThinkAdvisor's distinguished and diverse panel of 17 judges from across the advice industry.