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.

 

“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 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.

 

“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.”

 

Mark has two sons, Ty and Isaac, and 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

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.