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Peter Zobel, CFP®

Wealth Manager
Peter serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning. Prior to joining Creative Planning, Peter worked at an independent investment advisory firm where he developed an in-depth knowledge of serving clients with comprehensive wealth management. Peter earned a Bachelor of Business Administration degree in Economics and Finance from McKendree University. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards. In his free time, Peter enjoys cooking, reading, going to concerts, cheering on Chicago sports teams, as well as playing with his dog.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide


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Providing financial peace of mind across the globe



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