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Peter Mallouk    

President of Creative Planning, Inc., Financial Planning & Author

Peter Mallouk was on Worth’s list of 100 Most Powerful Men and Women in Global Finance (2018 and 2017) as the only person on the list who advises clients. He’s the only financial advisor to have been featured at No. 1 for three years in a row (2013-15) in Barron’s “Top 100 Independent Financial Advisors in America.” As President of Creative Planning, Mallouk has found further success, garnering a No. 1 ranking in Barron’s as the top Independent Wealth Management Firm in America (2017) and being featured twice as the No. 1 Independent Wealth Management Firm in the U.S. by CNBC (2014 and 2015).

While much of the praise may be recent, Peter’s approach has been anything but. According to Peter, “The wealth management industry is starting to go independent, avoid proprietary products, reduce tax consequences, and focus on needs-based investing. Creative Planning started doing that 15 years ago. As The New York Times says, “Creative Planning is at the vanguard of a profound shift in personal finance” as we build what Barron’s declared as a “family office for all.”

Creative Planning manages $49.4 billion as of June 30, 2020 for clients in all 50 states and abroad. Suffice it to say, Peter’s knowledge and expertise in wealth management is earning far more than praise.

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