PETER MALLOUK
PRESIDENT & CEO,
CREATIVE PLANNING
FINANCIAL ADVISOR, NEW YORK TIMES BESTSELLING AUTHOR
Meet with Peter’s team at Creative Planning
About
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.
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
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
You may have noticed a few things over Memorial Day weekend. First, it feels like everyone is, shall we say, unleashed. And second, everything costs a lot more than it did a year or two ago. If you were one of the tens of millions of Americans who drove somewhere last weekend, you likely noticed that gas prices have skyrocketed. Unlike some price shocks, however, this is not confined to oil.
For decades, the topics on financial news were generally stocks, bonds and real estate with a little bit of commodity talk and economics thrown into the conversation. Now, much of the time is spent on investments that didn’t even exist (at least at scale) a few years ago, and the commentators use acronyms and verbal shorthand more than my teenagers do.
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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.
©2021 Peter Mallouk. All rights reserved. Investing in stock markets involves the risk of loss.