Peter Mallouk - President & CEO - Creative Planning
Description: Peter Mallouk is the President & CEO of Creative Planning and affiliated companies, which provide comprehensive wealth management services.
FINANCIAL ADVISOR, NEW YORK TIMES BESTSELLING AUTHOR
“Creative Planning is at the vanguard of a profound shift in finance.”
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 Mallouk - President & CEO - Creative Planning