Joe Allaria, CFP®, MBA
Partner | Wealth Advisor
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.
“I enjoy writing and it’s fulfilling to shed light on financial topics that are misunderstood. 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.”
Joe earned his CERTIFIED FINANCIAL PLANNER™ designation in 2015. 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 planning, 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, Jacki, and their two sons, Brooks and Bennett, enjoy living in the Edwardsville/Glen Carbon community. 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.
“Edwardsville is a great community and Jacki and I are extremely blessed to live here. When we aren’t home, 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.”
- Series 65 Securities License
- CERTIFIED FINANCIAL PLANNER™ professional
- Masters of Business Administration
- Life & Health Insurance License
- Why Investors Should Consider Dividend Paying Stocks, Wall Street Journal
- 4 Things to Avoid After Receiving an Inheritence, CNBC.com
- How to Take Advantage of an HSA Account, Yahoo Finance
- Some Annuities Can Work in Retirement, but Proceed with Caution, Nasdaq.com
- Stock Meltdown Doesn’t Scare your Financial Adviser: YOU do, USA TODAY
- Preparing Your Finances, and Your Family, for the Worst, Nerdwallet
Individuals certified by CFP® Board have taken the step to demonstrate their professionalism by voluntarily submitting to the CFP® certification process that includes thorough education, examination, experience and ethical requirements. The CFP® is issued by the Certified Financial Planner Board of Standards, Inc. Prerequisites require a designee to hold a Bachelor’s degree (or higher) from an accredited college or university as well as three years of full-time personal financial planning experience. In addition, candidates must complete a CFP-board registered program (or hold an accepted designation, degree or license) and take the CFP Certification examination. To maintain certification, the designee is required to complete 30 hours of continuing education every two years and continue to agree to be bound by the Standards of Professional Conduct.