Peter Mallouk As A Public Speaker

As the President of Creative Planning and affiliated companies, Peter Mallouk, JD, MBA, is a highly sought-after guest speaker for his insights on personal finance and investing. Across the country, he has captivated audiences with his unique perspectives on topics ranging from asset management and retirement planning to new tax strategies and private wealth management in his singularly engaging and entertaining style.

Mallouk is regularly asked to share insights with audiences on a variety of topics, including:

  • Wealth Management in a Complex World
  • Mistakes Investors Make and How to Avoid Them
  • Constructing the Intelligent Portfolio
  • Avoiding the Pitfalls of Personal Wealth

A lawyer as well as a successful financial advisor, Mallouk has received acclaim for his work in the world of wealth management. For three consecutive years (2013-15), Barron’s rated him No. 1 on its annual “Top 100 Independent Financial Advisors” list, and Worth magazine has featured him in both 2017 and 2018 in its “Power 100” – a list of the most powerful men and women in global finance.

Mallouk regularly shares his perspectives on current topics on national financial news programs and acts as a contributor for such publications and online outlets as Marketwatch.com and CNBC, and is a frequent guest on CNBC, Fox Business and Nightly Business Report.

Mallouk is a best-selling author of The 5 Mistakes Every Investor Makes and How to Avoid Them: Getting Investing Right, and the co-author of Unshakeable: Your Financial Freedom Playbook and The Path: Accelerating Your Journey to Financial Freedom. He frequently shares his timely insights within our Education section.