Peter Mallouk
Peter Mallouk is the President and CEO of Creative Planning, a recognized independent wealth advisory firm. Since 2004, Peter has led Creative Planning and its family of companies to provide comprehensive wealth management services to clients in all 50 states and abroad, including investment management, financial planning, tax planning, retirement plan consulting, estate planning services and charitable planning. Peter is a well-known financial advisor and lawyer who has received wide acclaim for his work in the world of wealth management. In addition to leading Creative Planning, he is also passionate about providing financial education and resources. He is a sought-after thought leader on financial topics and a New York Times bestselling author.
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
CURRENT APPOINTMENTS
Board Member, Pathway Financial Education
Chairman, KC CAN!
Volunteer, Giving the Basics
Board Member, Pathway to Hope
RECOGNITIONS
Ingram's Executive of the Year, 2024
Worth Magazine's Power 100, 2017–2018
2017 Ernst & Young Entrepreneur of the Year, 2017
Barron's #1 Independent Wealth Management Firm, 2017
Barron's #1 Independent Financial Advisor in America, 2013–2015
CNBC's #1 Independent Wealth Management Firm, 2015
MEDIA & PUBLICATIONS
Peter is a highly sought-after guest speaker on topics from asset management and retirement planning to new tax strategies and private wealth management.
He is a regular contributor to Creative Planning’s Insights, cohosts the Down the Middle podcast and can be seen or heard frequently on national financial news outlets.
He has been featured in Forbes, Barron's, Bloomberg, and InvestmentNews.
He has also appeared in MarketWatch, CNBC, and Fox Business.