Sports – About Us2021-08-02T13:58:11+00:00

About Us

Creative Planning Sports & Entertainment

A Focus on Sports and Entertainment

Creative Planning Sports & Entertainment is a specialty practice dedicated to serving the needs of athletes and entertainment professionals.

We believe your portfolio must consider not only your current financial situation and long-term goals, but also the unique circumstances in your life as an athlete or entertainment professional. We understand that your career presents unique challenges, such as variable income streams, quick career changes and the need to plan for an early retirement. A cookie-cutter approach simply won’t work.

We have years of experience helping athletes and entertainment professionals navigate the unique challenges of their professions, while providing the focused resources and dedicated service you deserve. Through this service model, we provide access to the knowledge and expertise of a diverse team of professionals who have specific experience navigating the unique challenges of sports and entertainment professionals.

A Dedicated Team Focused on You

Our in-house expertise includes Certified Financial PlannerTM practitioners, lawyers, CPAs and charitable fund professionals who will support you every step of the way. We provide a wide range of services not available at every firm, including bill pay, the establishment of personal charitable foundations, estate planning, retirement planning, insurance planning (including profession-specific policies such as loss of endorsement and college draft protection), tax planning and more.

Who We Are

We are a specialty practice of Creative Planning a national wealth advisory firm that provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning and estate planning services. Creative Planning was named the #1 Independent Wealth Management Firm in America by Barron’s (2017), and CNBC named Creative Planning the #1 Independent Wealth Management Firm in the United States for two consecutive years (2014-2015).* As of June 30, 2021, Creative Planning manages $90 billion for clients in all 50 states and abroad.

Peter Mallouk, president and CEO of Creative Planning, is a lawyer as well as a financial advisor. Barron’s magazine named Peter the #1 Independent Financial Advisor in America for three consecutive years (2013-2015). Peter was recognized on Worth magazine’s Power 100, a list featuring the 100 most powerful men and women in global finance (2017, 2018). In 2017, Peter was a recipient of the Ernst & Young Central Midwest Entrepreneur of the Year Award.

*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 the 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 the 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 adviser. Rankings are generally limited to participating advisers. The company never pays a fee to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings.

Meet Some of Our Representatives

Education

Media Inquiries

For inquiries related to media appearances and speaking engagements, please contact [email protected]

Barron's logo

Rated as the No. 1 Independent Wealth Management Firm in America in 2017

Financial Times logo

Named to Top Registered Investment Advisers in America 2014-2020

RIA Channel logo

Rated as the No. 1 Wealth Manager in 2020 by RIA Channel

CNBC logo

Rated as the No. 1 Wealth Management Firm in America 2014 & 2015