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 $370 billion in combined assets under management or advisement by Creative Planning and its affiliates as of June 30, 2025.* for clients in all 50 states and abroad, and has been featured in several Top RIA Firms lists, including Barron’s (2019-2024), Financial Times (2014-2020), and Financial Advisor magazine (2012-2022, 2024).*
Accolades
Peter has been named the #1 Independent Financial Advisor in America 3 times by Barron’s. He was also included on Worth Magazine’s “Power 100” list of the most powerful men and women in global finance (2017 and 2018). Peter’s accolades include the E&Y Regional Entrepreneur of the Year Award (2018) and the Tiburon Summit CEO of the Year Award (2025).
His firm, Creative Planning, was recognized in Ingram’s as “Best Wealth Manager” (2020) and among the “Best Companies to Work For” (2022), as well as in the Kansas City Business Journal’s “Best Places to Work” (2023). Peter also personally received the University of Kansas School of Business Distinguished Alumni Award, becoming the second-youngest recipient in the award’s history—his wife, Veronica, holds the distinction of being the youngest!
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.
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 and the founder of Urban Market Institute, providing grants, mentoring and low cost lending in the urban core: Urban Market Investments – Business Development – UMI.
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.
Disclosures:
Barron’s Top 100 Independent Financial Advisors is awarded each September, based on data from a 12-month period through June 30. The Worth Magazine Power 100 is awarded based on public data and nominations with no published time period. The Tiburon CEO Summit Award was awarded in April 2025, selected by Tiburon Strategic Advisors and not based on a specific time period. Ernst & Young Central Midwest Entrepreneur of the Year is selected by an independent judging panel with no specified time period. Ingram’s Best Wealth Manager is awarded annually, based on data from a 12-month period through December 31. Ingram’s Best Company to Work for is awarded each May, based on activities from a 12-month period through December 31. The Kansas City Business Journal Best Places to Work is awarded in October, based on employee survey data and based on the previous year.
IN THE NEWS
ACCOLADES
Peter and Creative Planning have been honored across industry media for many years.
Top RIA Firms
2019-2024
Awarded each September based on data from a 12-month period through June 30.
Top RIA Firms
2019-2024
Awarded each September based on data from a 12-month period through June 30.
Charitable Champion
2023-2024
Awarded each July based on activities from a 12-month period through December 31.
Charitable Champion
2023-2024
Awarded each July based on activities from a 12-month period through December 31.
Worth Magazine’s Power 100 List
2017-2018
Awarded based on public data and nominations.
Worth Magazine’s Power 100 List
2017-2018
Awarded based on public data and nominations.
PETER’S PODCASTS
PETER’S APPEARANCES ON PODCASTS
PETER’S BOOKS
Peter is a New York Times bestselling author. In his books, he shares a unique perspective on wealth management, investing and how to pursue financial freedom.
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.
©2025 Peter Mallouk. All rights reserved. Investing in stock markets involves the risk of loss.