• Skip to main content

PETER MALLOUK, J.D., MBA

  •  
  •  
  •  

CEO of Creative Planning, Financial Advisor, and Author-OLD

Who is Peter Mallouk? Let’s start with this: In 2017, Peter was on Worth’s list of the 100 Most Powerful Men and Women in Global Finance. And in 2018, he made the list again, the only person on the list who advises clients. He’s the only financial advisor to have been featured at No. 1 for three years in a row (2013-15) in Barron’s “Top 100 Independent Financial Advisors in America.” As President and CEO of Creative Planning, Mallouk has found further success, garnering a No. 1 ranking in Barron’s as the top Independent Wealth Management Firm in America (2017) and being featured twice as the No. 1 Independent Wealth Management Firm in the U.S. by CNBC (2014 and 2015).

While much of the praise may be recent, Peter’s approach has been anything but. According to Peter, “The wealth management industry is starting to go independent, avoid proprietary products, reduce tax consequences, and focus on needs-based investing. Creative Planning started doing that 15 years ago. As The New York Times says, ‘Creative Planning is at the vanguard of a profound shift in personal finance’ as we build what Barron’s declared as a ‘family office for all.’”

Creative Planning manages $45 billion as of November 2019 for clients in all 50 states and abroad. Suffice it to say, Peter’s knowledge and expertise in wealth management is earning far more than praise.

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/

 

©2020 Peter Mallouk. All rights reserved. Investing in stock markets involves the risk of loss.