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Peter Mallouk is a financial advisor, lawyer and bestselling author who leads Creative Planning, a wealth management firm with clients in all 50 states and abroad. He is also a thought leader, speaker and philanthropist who has received numerous awards and recognition in the industry.
Dec 31, 2023 · Peter Mallouk is a leading financial advisor, bestselling author and philanthropist. He heads Creative Planning, a wealth management firm with over $300 billion in assets and multiple accolades and awards.
Creative Planning, LLC is an independent wealth management firm and registered investment advisor majority owned by American financial advisor Peter Mallouk. The firm was founded in 1983, and is headquartered in Overland Park, Kansas.
Peter Mallouk is the president and CEO of Creative Planning, a nationally ranked independent financial advisory firm. He is also a best-selling author, a volunteer leader, and a frequent speaker on financial topics.
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Oct 2, 2023 · Learn how Peter Mallouk, the CEO of Creative Planning, built a $245bn wealth management firm from a small planning division. Discover his journey from Egypt to Kansas, his entrepreneurial spirit, his acquisitions and his partnership with Tony Robbins.
The latest book from New York Times best-selling author and financial advisor Peter Mallouk, Money, Simplifiedintegrates decades of investing experience and real-life stores with informative visuals to propel readers toward becoming successful long-term investors.
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Dec 31, 2023 · Creative Planning is a financial advisory firm that provides customized services for every aspect of your financial picture. Founded by Peter Mallouk in 2004, the firm has a fiduciary approach, a global reach and a commitment to community impact.
