Peter Mallouk's Email & Phone Number

📖 Summary

Peter Mallouk is the President of Creative Planning, a nationally recognized wealth management firm founded in 1983. With over 27 years of experience in the financial industry, Mallouk has become known for his expertise in investment management and financial planning. He holds the unique distinction of being the only person to have been ranked as the #1 Financial Advisor in America for three consecutive years by Barron's. In addition to his role at Creative Planning, Mallouk is also the author of several books on personal finance and has been a frequent contributor to major financial publications.

Mallouk is a graduate of the University of Kansas, where he earned both his Bachelor of Science in Business Administration and his Juris Doctorate. He is also a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA). His extensive education and experience have given him a deep understanding of the complexities of the financial markets and the importance of creating personalized financial strategies for his clients.

Under Mallouk's leadership, Creative Planning has grown to become one of the largest independent wealth management firms in the United States, with over $100 billion in assets under management. The firm is renowned for its holistic approach to financial planning, which encompasses investment management, retirement planning, estate planning, tax optimization, and risk management. Mallouk has been instrumental in developing the firm's client-centric philosophy, which emphasizes transparency, trust, and a fiduciary duty to act in the best interests of each client.

Mallouk's commitment to providing unbiased and personalized financial advice has earned him a loyal following among high-net-worth individuals, business owners, and families. His deep expertise in investment management has also made him a sought-after speaker and commentator on financial matters. He has appeared on major news networks such as CNBC and Bloomberg, where he has shared his insights on a wide range of financial topics, from asset allocation to retirement planning.

In addition to his professional accomplishments, Mallouk is also known for his philanthropy and community involvement. He and his wife, Veronica, are actively involved in supporting several charitable organizations, including Children's Mercy Hospital and the University of Kansas Medical Center. Mallouk's dedication to giving back to the community reflects his belief that financial success should be used to make a positive impact on the world.

With his unique combination of industry expertise, ethical principles, and dedication to helping clients achieve their financial goals, Peter Mallouk has earned a reputation as one of the most respected figures in the wealth management industry. His leadership at Creative Planning has set a new standard for personalized financial planning and has inspired a new generation of financial advisors to prioritize the needs and aspirations of their clients. As Creative Planning continues to expand its reach and influence, Mallouk's vision and commitment to excellence will continue to shape the firm's success and impact the lives of countless individuals and families.