Peter Mallouk – J.D., MBA, CFP®

Peter Mallouk is the President of Creative Planning, Inc. 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.

Creative Planning manages over $40 billion in assets as of April 2019  for clients in all 50 U.S. states and abroad. The company’s achievements have been frequently recognized:

Mallouk’s leadership in the industry has not gone unnoticed, either. He is the only person to have ranked No. 1 on Barron’s “Top 100 Independent Financial Advisors in America” list for three consecutive years (2013-15). He also appeared on the cover of Worth magazine’s 2017 and 2018 issues of “Power 100” – a list of the most powerful men and women in global finance.

In 2017, The New York Times wrote, “Creative Planning is at the vanguard of a profound shift in finance.”

Mallouk and his wife, Veronica, are passionate about giving back to the community. They are involved in many local and national efforts, mainly focused on providing help for the less fortunate. They have been honored for their tireless work with many causes:

He is the founder, current executive board member and former five-year Chairman of KC CAN!, an organization of volunteers dedicated to improving the quality of life of children in Kansas City.

He has also served on boards for Pathway to Hope, The American Stroke Foundation, St. Michael’s Finance Council, and Kansas City Hospice.

He’s a recipient of the Ernst & Young Entrepreneur of the Year Award.

He and Veronica are the recipients of the Giving the Basics Human Dignity Award for their contributions toward helping meet the needs of the less fortunate.

They have also been honored with the Variety Presidential Citation Award for their work supporting those with special needs.

Mallouk graduated from the University of Kansas in 1993 with four majors, including degrees in business administration and economics. He went on to earn a law degree and Master of Business Administration in 1996, also at the University of Kansas. He has also earned the CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) designation.

Mallouk and Veronica reside in Leawood, Kansas, with their three children: Michael, JP and Gabby.

Note: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor. Rankings are generally limited to participating advisors. The Company never pays a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings. For additional disclosures regarding rankings, please visit this page.

PETER AS A PUBLIC SPEAKER

Peter Mallouk is highly sought-after to share his unique financial planning insights with audiences around the country. He delivers his insights on a number of topics relating to the financial world in a singularly engaging and entertaining style in terms that everyone can understand.

 

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PETER AS AN AUTHOR

Peter Mallouk is a prolific blogger and contributor to respected financial news outlets as well as the author of the well-received The 5 Mistakes Every Investor Makes and How to Avoid Them: Getting Investing Right. In it, Mallouk describes in lay terms the mistakes that investors often make and how to stay on the path to financial success.

 

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PETER AS A FINANCIAL ADVISOR

Peter Mallouk’s success as a financial advisor has been frequently recognized by the industry. Mallouk owes his success and his unique long-game financial planning approach to his start as an estate planning attorney, where he studied firsthand what worked and what didn’t.

 

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PETER MALLOUKPRESIDENT
& FOUNDER, CREATIVE PLANNING