Peter Mallouk
Peter Mallouk is the President and CEO of Creative Planning, one of the largest wealth management and financial advisory firms in the country. Under his leadership, Creative Planning manages or advises over $370 billion in client assets, offering comprehensive services in financial planning, investment management, retirement planning, and tax strategies. A New York Times bestselling author, Mallouk is a recognized thought leader in wealth management, frequently speaking on topics such as asset allocation, estate planning, and private wealth advisory. Committed to empowering individuals and families, he also champions financial education and community service, helping clients achieve long-term financial security and independence.
Peter Mallouk Professional Experience / Academic History
Professional Experience
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Founder, President, and CEO
Academic History
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J.D., Law
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M.B.A., Business
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B.A., Business
Since 2004, Mallouk has led Creative Planning and its affiliated companies to provide comprehensive wealth management services to clients across all 50 states and internationally.
Under his leadership, the firm offers investment management, financial planning, tax planning, retirement plan consulting, estate planning, and charitable planning services.
Mallouk regularly contributes to Creative Planning’s Insights, cohosts the Down the Middle podcast, and frequently appears on national financial news outlets, including MarketWatch, CNBC, Fox Business, and Nightly Business Report.
Beyond his executive role, he is passionate about providing financial education and empowering clients with resources to achieve long-term financial security.
RECOGNITIONS
Ingram's Executive of the Year, 2024
Worth Magazine's Power 100, 2017-2018
E&Y Regional Entrepreneur of the Year, 2018
Barron's #1 Independent Financial Advisor in America, 2013-2015
Giving the Basics Human Dignity Award
Variety Presidential Citation Award
University of Kansas School of Business Distinguished Alumni Award
COMMUNITY INVOLVEMENT