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Peter Mallouk, JD, MBA, is the President and CEO of Creative Planning, LLC, a nationally recognized independent wealth advisory firm with approximately $225 billion in combined assets under management & advisement for clients in all 50 states and abroad, as of December 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. Peter has been named the #1 Financial Advisor in America 3 times by Barron’s and Creative Planning has been named the #1 firm in America by CNBC, Barron’s and RIA Channel, published by Forbes Forbes.*

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, and Kansas City Hospice. Peter is a recipient of the Ernst & Young Entrepreneur of the Year Award, and is the founder, current executive board member, and former five-year Chairman of KCCAN!

Most recently, Peter founded Pathway Financial Education, a Kansas City-based nonprofit dedicated to providing teenagers, adults, and business owners in under-resourced communities with actionable financial education. 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 is the 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!

Peter and Veronica have three children – Michael, JP, and Gabby.

Peter Mallouk: #1 Financial Advisor in America 3 times by Barron’s (2013-2015) and Creative Planning has been named the #1 firm in America by CNBC (2014-2015), Barron’s (2017) and RIA Channel, published by Forbes (2020).

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The 5 Mistakes Every Investor Makes
And How To Avoid Them (Second Edition)


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!


  • 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


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.


  • 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


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.


  • 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


The 5 Mistakes Every Investor Makes
The Path


Peter and Creative Planning have been honored across industry media for many years.

Peter Mallouk
#1 Financial Advisor

Peter Mallouk
Worth Magazines Power 100 List

Creative Planning
Ranked #1 Wealth Manager (2020)

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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:

©2022 Peter Mallouk. All rights reserved. Investing in stock markets involves the risk of loss.