618.288.9505 info@carsonallaria.com

Mark Allaria, CFP®

Partner | Wealth Advisor

Mark Allaria, CFP®

 

Office: 618.288.9505

Fax: 618.288.9506

Email Mark

As a Partner and Wealth Advisor with CarsonAllaria Wealth Management, Mark’s primary role is to work directly with clients as the leader of their financial plan, while also creating and implementing strategic vision for the firm. Mark is a builder of strong relationships and takes pride is providing clarity and removing uncertainty from a client’s financial situation.

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“I get satisfaction knowing our clients have peace of mind when it comes to their finances. I think that peace comes from knowing they have someone they can count on to lead them through some of life’s biggest decisions. It gives me great pleasure to have earned that confidence from our clients.

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Mark earned the 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. Mark holds a Series 65 Securities and the Life and Health Insurance Licenses.

Mark was born and raised in Edwardsville, IL. He earned a Bachelor’s Degree from the University of Evansville, where he played Division I basketball. Mark earned a Master’s Degree from Southern Illinois University Edwardsville. Before making a career move to financial planning, he coached collegiate basketball for SIUE for nine years.

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“Growing up in Edwardsville, I have developed many close relationships within the community. From my time at SIUE, I still have strong ties with the basketball program, and our family enjoys watching the Cougars play at the Vadalabene Center.”

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Mark’s wife, Kate, is a Senior Account Manager with BAM Marketing Agency in St. Louis. They have two sons, Ty and Isaac. He enjoys spending time with his family, playing golf, coaching his son’s basketball teams, hunting, and supporting his brother’s ministry, Matthew Allaria Ministries.

Credentials

  • Series 65 Securities License
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Life & Health Insurance License

Affiliations

  • Edwardsville Community Foundation Board Member
  • SIUE Friends of Men’s Basketball Board Member
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