Mark Allaria

CFP®
Personal Finance, Retirement, Investing
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““Helping you reach complete financial fulfillment is our team's purpose. Building strong relationships through collaboration is the key to our success. The result is a financial plan that you can be confident in.” ”
Firm:

CarsonAllaria Group- Visionary Wealth Advisors

Job Title:

Managing Director, Wealth Management Advisor

Biography:

Mark Allaria provides comprehensive financial planning, working directly with his clients to develop goals-based wealth management plans. Building long-term, meaningful relationships with his clients is a top priority. He enjoys being an independent financial advisor, always operating in the best interest of his client – a true fiduciary, and having the opportunity to search for the best solution for each client’s individual needs. Mark also works with his clients’ CPAs, attorneys and bankers as part of a team approach to planning.

Mark is a member of the CarsonAllaria Group, which includes Scott Carson, Principal & Senior Wealth Advisor with more than 25 years of experience, and his brother Joe Allaria,CFP®, Wealth Management Advisor. Together they have developed a team that provides first-class, comprehensive financial planning services to their clients. The team is located in Edwardsville, Ill. Vicky Dietsch is the team’s Director of Client Services.

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 has a Bachelor’s Degree from the University of Evansville and a Master’s Degree from Southern Illinois University Edwardsville. Before making a career move to a Financial Planner, he was a collegiate basketball coach for Southern Illinois University Edwardsville for nine years. He played Division I basketball at the University of Evansville in Indiana.

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, hunting and supporting his brother’s ministry, Matthew Allaria Ministries. Mark and Kate actively support Edwardsville Neighbors in Need and Allison’s Hope.

Education:

MS, Management, Southern Illinois University, Edwardsville

Assets Under Management:

$130 million

Fee Structure:

Fee Based

CRD Number:

5918333

Insurance License:

#YES

Disclaimer:

Investing involves the 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 in the Article, either directly or indirectly, will be profitable or equal to the corresponding indicated performance level(s). No portion of the Article 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 Article shall not constitute  the provision of personalized investment, tax or legal advice, and investors shall not assume this Article serves as a substitute for personalized individual advice. Information contained in this  Article may have been derived from third-party sources that VWA believes to be reliable; however VWA 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 VWA, 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.

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