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by Peter Mallouk, JD, MBA, CFP, President | December 18, 2018
Mistakes Investors Make and How to Avoid Them
To view a presentation from 2008 that will illustrate our actions during the volatile markets and the consistency of Creative Planning’s investment philosophy, click here.
Speaker – Peter Mallouk, JD, MBA, CFP
Peter Mallouk is the President of Creative Planning, LLC. and its affiliated companies. Creative Planning provides comprehensive wealth management services to clients. These offerings include investment management, financial planning, charitable planning, retirement plan consulting, tax service and estate planning services.