PETER MALLOUK
PRESIDENT & CEO,
CREATIVE PLANNING
FINANCIAL ADVISOR, NEW YORK TIMES BESTSELLING AUTHOR
Meet with Peter’s team at Creative Planning
About
Peter Mallouk is the President of Creative Planning and its affiliated companies, which provide comprehensive wealth management services to their clients, including investment management, financial planning, charitable planning, retirement plan consulting, tax planning and estate planning services.
Creative Planning manages more than $300 billion in combined assets under management or advisement by Creative Planning and its affiliates as of December 31, 2023* for clients in all 50 states and abroad, and has been featured in several Top RIA Firms lists, including Barron’s (2019-2023), Financial Times (2014-2020), and Financial Advisor magazine (2012-2022).*
Accolades
Peter has been featured in Barron’s as one of the “Top 100 Independent Financial Advisors in America,” having won the award for three consecutive years (2013-2015). Peter has also been featured on Worth Magazine’s “Power 100” list of the most powerful men and women in global finance (2017 and 2018). Creative Planning was also featured in Ingram’s issues on “Best Wealth Manager” (2020) and the “Best Companies to Work For” (2022) as well as the Kansas City Business Journal’s issue on the “Best Places to Work” (2023).
Education
Peter graduated from the University of Kansas in 1993 with four majors, including degrees in business administration and economics. He went on to earn a law degree and a Master of Business Administration degree in 1996, also at the University of Kansas. Peter is a recipient of the University of Kansas School of Business Distinguished Alumni Award, becoming the second-youngest recipient to receive the award. His wife, Veronica, holds the spot of the youngest!
Giving Back
Peter is the founder, a current executive board member and a former five-year Chairman of KC CAN!, an organization of volunteers dedicated to improving the quality of life for children in Kansas City. He’s also the founder and a current executive board member of Pathway Financial Education, an organization dedicated to providing teenagers, adults and business owners in under-resourced communities with actionable financial education.
Peter and Veronica are recipients of the Giving the Basics Human Dignity Award for their contributions toward helping those less fortunate meet basic needs. They’re also recipients of the Variety Presidential Citation Award for their work supporting those with special needs.
The Mallouks funded the Kansas chapter of Give Back, a program that identifies high-achieving high school students who have faced challenges and provides them with not only college tuition but also coaching, counseling and volunteer mentors. To date, 300 Kansas students have been awarded scholarships.
Peter and Veronica have three children — Michael, JP and Gabby.
Money, Simplified
YOUR PASSPORT TO FINANCIAL CONFIDENCE
In this beautifully designed coffee table book, Peter seamlessly integrates decades of investing experience and real-life stories with informative visuals to propel readers toward becoming highly successful long-term investors. Begin your journey to financial mastery with the invaluable insights of a leading financial advisor. Money, Simplified isn’t just a book — it’s your passport to financial confidence and a fulfilled life.
LEARN THESE GAME-CHANGING INVESTMENT CONCEPTS
How investing can be accessible and empowering for individuals at every stage of their retirement journey
How to recognize and sidestep common investing mistakes that could jeopardize your financial portfolio
Some of the best ways to break free from common investor biases and emotionally driven financial choices
Why there’s a strong connection between financial freedom and personal fulfillment
The 5 Mistakes Every Investor Makes
And How To Avoid Them (Second Edition)
GETTING INVESTING RIGHT
This isn’t just any old book about investing. With Peter’s signature flair for communicating about complex topics with humor and humility, the second edition of 5 Mistakes delivers even more practical advice about how to keep your cool in any market scenario.
With updated commentary about a rapidly evolving marketplace amid the chaos of the COVID-19 pandemic, Peter demonstrates specific practices that can help you avoid making common investing mistakes like trying to time the market, trading too frequently, misunderstanding financial information, letting your emotions get the best of you, and working with the wrong advisor.
Shoot Peter a message on Twitter or LinkedIn to let him know what you think of the new edition!
THIS BOOK WILL HELP YOU
Understand how to overcome major investing mistakes made by both professional and everyday investors
Acquire the mindset necessary for navigating ever-changing variables and market dilemmas
Learn techniques that can help you build a successful portfolio that works for your specific goals
Unshakeable: Your Financial Freedom Playbook
BECOME UNSHAKABLE
In this book, Peter Mallouk and Tony Robbins provide tips on how to become unshakeable – someone who can maintain confidence in a world of immense uncertainty, economic volatility and unprecedented change while profiting from the fear that immobilizes many others.
MALLOUK AND ROBBINS SHARE A VARIETY OF TIPS, INCLUDING:
- How to put together a simple, actionable financial plan to help you achieve financial freedom
Strategies for protecting yourself and your family in times of market volatility
How to avoid overpaying for underperformance
The Path: Accelerating Your Journey to Financial Freedom
SUCCESS WITHOUT FULFILLMENT IS THE ULTIMATE FAILURE!
Regardless of your stage of life and your current financial picture, the quest for financial freedom can indeed be conquered. The journey will demand the right tools and strategies along with the mindset of money mastery.Financial freedom is not only about money—it’s about feeling deeply fulfilled in your own personal journey.
LEARN REAL-LIFE SUCCESS STORIES AND VITAL LESSONS, SUCH AS
- Why the future is better than you think and why there is no greater time in history to be an investor
How to chart your personally tailored course for financial security
How markets behave and how to achieve peace of mind during volatility
DISCOVER MORE OF PETER’S BOOKS
IN THE NEWS
ACCOLADES
Peter and Creative Planning have been honored across industry media for many years.
Peter Mallouk
#1 Financial Advisor
(2013-2015)
Peter Mallouk
Worth Magazines Power 100 List
(2017-2018)
Creative Planning
Ranked #1 Wealth Manager (2020)
RECENT BLOG POSTS
FEATURED PODCASTS
Note: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor. Rankings are generally limited to participating advisors. The Company never pays a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings. For additional disclosures regarding rankings, please visit: https://creativeplanning.com/important-disclosure-information.
©2024 Peter Mallouk. All rights reserved. Investing in stock markets involves the risk of loss.