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.

 

“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

Affiliations

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

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.

Find Us

CarsonAllaria Wealth Management
2246 S. State Route 157, Suite 225
Glen Carbon, IL 62034

Serving Greater St. Louis

Contact Us

Phone Number: 618.288.9505
Fax Number: 618.288.9506
Email: info@carsonallaria.com

About CarsonAllaria Wealth Management

CarsonAllaria Wealth Management is an independent, Registered Investment Advisor (RIA), registered with the SEC. You can check out our firm and our advisors at adviserinfo.sec.gov.

Click here to view our privacy policy

 

All material provided by CarsonAllaria Wealth Management (CAWM or firm) is for informational purposes only. By accessing or otherwise using this website, you agree to be bound by the terms and conditions set forth below.

Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results and may have been impacted by events and economic conditions that will not prevail in the future. Therefore, it should not be assumed that future performance of any specific security, investment product or investment strategy referenced on the website, either directly or indirectly, will be profitable or equal to the corresponding indicated performance level(s).

No portion of the website shall be construed as a solicitation to buy or sell any specific security or investment product or to engage in any particular investment strategy. In addition, this website shall not constitute the provision of personalized investment, tax or legal advice, and investors shall not assume this website serves as a substitute for personalized individual advice. Information contained on this website may have been derived from third-party sources that CAWM believes to be reliable; however CAWM does not control such information and does not guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Links or references to third-party websites are provided as a convenience and do not constitute an endorsement by CAWM, and the Firm is not responsible for the content of any such websites.

Any reference to a market index is included for illustrative purposes only, as it is not possible to directly invest in an index. Indices are unmanaged, hypothetical vehicles that serve as market indicators and do not account for the deduction of management fees or transaction costs generally associated with investable products, which otherwise have the effect of reducing the performance of an actual investment portfolio.

*73% of financial advisors do not have a succession plan. Study conducted by the Financial Planning Association and Janus Henderson Investors. Statistic was cited in the CNBC.com article at https://www.cnbc.com/2019/04/29/a-majority-of-financial-advisors-lack-a-succession-plan.html

Top