Mark Allaria, CFP®
Partner | Wealth Advisor
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.
“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.“
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 planning, and estate planning. Mark holds a Series 65, Series 63, Series 6, and Life and Health Insurance License.
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.
“Growing up in Edwardsville, I have developed many close relationships within the community. I’m honored to serve some of those people and take great pride in partnering with them as they work through the different phases of their lives.”
Mark and his wife, Sarah, have 5 children; Macy, Lane, Ty, Bradley, and Isaac. Mark enjoys watching and supporting them all in their various activities. He also enjoys coaching basketball for the boys, playing golf, hunting, and traveling.
“Sarah and I are blessed to have 5 kids who are actively involved in school and athletic activities. Raising kids is extremely fulfilling and we cherish every moment of it.”
- Series 65 License
- CERTIFIED FINANCIAL PLANNER™ professional
- Life & Health Insurance License
Disclosure: 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.