OVERLAND PARK, Kan., May 1, 2025 – Creative Planning is proud to announce that Peter Mallouk, the firm’s President and CEO, has received the Tiburon CEO Summit Award. This award recognizes Mallouk’s contributions to the wealth management industry through his client-first approach and innovative leadership.
The Tiburon CEO Summit Awards were established in 2009 and celebrate industry executives who exemplify two core principles: maintaining an unwavering focus on client needs and challenging conventional industry wisdom through innovation. Mallouk joins an accomplished group of previous recipients that includes John Bogle, Charles Schwab, Abby Johnson, Larry Fink and other visionary leaders who have transformed the wealth and investment management industry.
“I’m deeply honored to receive this recognition from Tiburon,” said Peter Mallouk, President and CEO of Creative Planning. “At Creative Planning, we’ve worked to reimagine what financial advice can be by moving beyond investment management to address the complete financial picture for our clients. This award inspires us to continue pushing boundaries and raising the bar for client service.”
Under Mallouk’s leadership, Creative Planning has grown to become one of the nation’s largest independent wealth management companies, now managing more than $337 billion in assets as of December 31, 2024. The firm has pioneered a comprehensive approach to wealth management that integrates investment management, financial planning, estate planning, tax planning and more, all under one roof.
“Peter Mallouk exemplifies exactly what the Tiburon CEO Summit Award represents, a leader who has transformed wealth management through unwavering client focus and bold innovation,” said Chip Roame, Managing Partner of Tiburon Strategic Advisors. “Creative Planning’s growth under Peter’s leadership is a testament to what happens when you put clients first.”
The Tiburon CEO Summit Award adds to Mallouk’s impressive list of industry recognitions. Barron’s ranked him No. 1 on its Top 100 Independent Financial Advisors list for three consecutive years (2013-2015), and Worth magazine featured him in its “Power 100” in both 2017 and 2018. Peter was also named Ingram’s 2024 Executive of the Year, received the Ernst & Young Central Midwest Entrepreneur of the Year Award in 2017, and was personally honored along with his wife, Veronica, with the Giving the Basics Human Dignity Award (for their contributions helping those less fortunate) and the Variety Presidential Citation Award (for their work supporting those with special needs).
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About Creative Planning
Creative Planning, LLC is an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services, tax planning and family office services for individuals as well as 401(k) and institutional clients. Creative Planning and its affiliates have more than $354 billion in combined assets under management and advisement across all 50 states and 90 countries as of December 31, 2024. United Capital Financial Advisors is an affiliate of Creative Planning. For more information, visit www.creativeplanning.com.
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Disclosures: The Tiburon CEO Summit Award was awarded in April 2025, selected by Tiburon Strategic Advisors and not based on a specific time period. Barron’s Top 100 Independent Financial Advisors is awarded each September, based on data from a 12-month period through June 30. The Worth Magazine Power 100 is awarded based on public data and nominations with no published time period. Ingram’s 2024 Executive of the Year is awarded based on nominations with no specified time period. Ernst & Young Central Midwest Entrepreneur of the Year is selected by an independent judging panel with no specified time period.
