PETER MALLOUK

President & CEO, Creative Planning

Financial advisor. New York Times bestselling author.

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“Creative Planning is at the vanguard of a profound shift in finance.”

About Peter

Built for independence.

Peter built Creative Planning to solve a problem he kept seeing in his early career. Clients were getting fragmented advice. Investments were managed without tax awareness. Legal planning was disconnected from portfolio decisions. And too often, advice was shaped by product incentives instead of client outcomes.

Creative Planning was designed to bring investment management, tax strategy and legal planning together under one roof — while remaining fully independent. That independence matters. It lets the firm act as a fiduciary, free of the conflicts that compromise advice.

Podcast

Icons and Ideas

Peter's podcast — candid conversations with the world's leading entrepreneurs, founders, changemakers and leaders on the choices, risks and habits behind long-term success.

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