618.288.9505 info@carsonallaria.com

Joe Allaria, CFP®, MBA

Partner | Wealth Advisor

Joe Allaria, CFP®

 

Office: 618.288.9505

Fax: 618.288.9506

Email Joe

As a Partner and Wealth Advisor for CarsonAllaria Wealth Management, Joe’s primary responsibilities are to work directly with clients as the leader of their financial plan, while also creating and implementing the strategic vision for the firm. Joe brings an analytical, yet creative approach in finding solutions for our clients and in pursuing the vision of our firm.

For his numerous articles, Joe has been featured in the Wall Street Journal, USA Today.com, Yahoo Finance, Nasdaq.com, and Investopedia. Joe is committed to educating his clients and the general public about the important issues surrounding financial planning and wealth management.

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“I really enjoy writing and I get fulfillment from bringing light to topics that are misunderstood about the financial world. I understand how frustrating it can be when you need answers, but don’t have anywhere to turn. We want to give people somewhere to turn for financial help.”

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Joe earned his CERTIFIED FINANCIAL PLANNER™ designation. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. Joe also holds a Life & Health Insurance License and a Series 65 Security License.

Joe was born and raised in Edwardsville, Illinois, where he graduated from high school and received a Division I football scholarship to Southern Illinois University Carbondale. There, he earned a Bachelor’s Degree in Marketing and met his wife, Jacki. Joe played football throughout his college career and was named a 1st Team ESPN Academic All-American, while also being honored as an SIU Top 25 Distinguished Senior, of which honorees are selected university-wide. He later earned an MBA from Southern Illinois University Edwardsville.

Joe and Jacki welcomed their son, Brooks,  into the world in 2016. Joe, Jacki, and Brooks live in Glen Carbon, IL and enjoy being in the Edwardsville community. Joe and Jacki are members of Enjoy Church and Matthew Allaria Ministries (led by Joe’s brother, Matthew). They enjoy traveling as a family, hiking in the Pacific Northwest, being outdoors, listening to and playing music, and spending time with family and friends.

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“Edwardsville is a great community and Jacki and I are extremely blessed to be able to live here. When we aren’t here, we love traveling together and experiencing new things. We have a passion for making a difference and leaving a positive, lasting impact on this world.”

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Credentials

  • Series 65 Securities License
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Masters of Business Administration
  • Life & Health Insurance License
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