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Tony Perillo, CFP®

Wealth Manager, Partner
Tony serves as a Private Wealth Manager and Partner, 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. With more than a decade of experience in the financial services industry, Tony has developed an in-depth knowledge of providing comprehensive wealth management and offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Tony served as a principal and senior financial advisor at a national investment advisory firm, where he advised various individuals, family offices and family-owned businesses on all aspects of their financial lives. Tony earned a Bachelor of Science degree in business administration with majors in finance and international business from Marquette University, where he graduated with honors. Tony is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards. Tony and his wife, Molly, live in the Milwaukee area with their dog, Wally. In his spare time, Tony enjoys golfing and spending time outdoors with friends and family, especially on and around Lake Michigan.

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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, 2022