Articles / Insights & Guidance from our Leading Professionals

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.

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PETER MALLOUKPRESIDENT, CREATIVE PLANNING