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Pete Moormeier

Wealth Manager

Pete serves as a Wealth Manager, working directly with clients and their families to develop, implement, and maintain financial plans that best meet their financial goals and objectives. Pete practices in the areas of retirement planning, investment management, tax planning, estate planning, risk management, education planning and charitable planning.

With over 10 years of experience in the financial services industry, Pete brings a wealth of knowledge and expertise to his client engagements and offers a truly comprehensive financial planning partnership. Prior to joining Creative Planning, Pete served as Wealth Management Advisor with a national investment and insurance firm focusing on holistic financial planning, investment management and retirement income needs.

Pete received his bachelor’s degree in Business Administration from Point Loma Nazarene University in San Diego, CA. He is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.

As natives of the Pacific Northwest, Pete, his wife Maggie, and their three daughters – Shipley, Sailor and Winslow – enjoy spending time outdoors hiking and camping in their teardrop trailer. They plan to visit as many national parks as possible before their girls are off to college!

*See all Creative Planning disclosures and sources.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021