Peter Mallouk, JD, MBA, is the president and CEO of Creative Planning, LLC, a nationally recognized independent wealth advisory firm with $75.6 billion in assets under management and clients in all 50 states and abroad, as of March 31, 2021. Creative Planning provides comprehensive wealth management services to its clients, including investment management, financial planning, tax planning, retirement plan consulting, estate planning services, and charitable planning.
In addition to leading Creative Planning, Peter is passionate about providing financial education and resources to individuals, families and business owners who have typically been underserved by the financial services industry. He and his wife Veronica are the recipients of the Giving the Basics Human Dignity Award for their contributions towards helping those less fortunate meet basic needs, and recipients of the Variety Presidential Citation Award for their work supporting those with special needs. Peter has served on the boards of Pathway to Hope, American Stroke Foundation, St. Michael’s Finance Council, Kansas City Hospice and KCCAN!
Most recently, Peter founded Pathway Financial Education, a Kansas City-based nonprofit that provides free financial training and education to small business owners, adults, and youth in under-resourced communities. Pathway officially opened its doors in April 2021.
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 Master of Business Administration in 1996, also at the University of Kansas.
Peter and Veronica have three children – Michael, JP, and Gabby.