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Peter Mallouk, J.D., CFP®, MBA
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Peter Mallouk is the President and Chief Investment Officer of
Creative Planning and affiliated companies. Peter's companies
provide comprehensive wealth management services to its clients,
including investment management, financial planning, charitable
planning, retirement plan consulting, real estate offerings, tax
planning and preparation, and estate planning services.
Creative Planning Private Wealth Management has been providing
wealth management services to high net worth clients since 1983,
and currently manages over $1,000,000,000 for clients in over 40
states.
Peter is featured in the August 2007, 2008 and 2009 issues of
Barron’s magazine as one the ‘Top 100 Independent Financial
Advisors in the Country’. In every ranking from 2005 through the
present, Peter is featured on Robb Report Worth Magazine’s list
of the ‘Top 100 Financial Advisors’ in America. Peter is one of
only 14 advisors in America featured on both Barron’s and
Worth’s listings of top advisors. Peter is featured in the May,
2008 issue of Boomer Advisor as the ‘#1 Advisor in America for
Baby Boomers.’ Every year from 2004 through 2009, Creative
Planning is featured in Bloomberg Wealth Manager magazine’s
‘Champions’ list of Top Financial Firms in the Country. Creative
Planning is featured in the July, 2009 issue of Financial
Advisor magazine as one of the top firms in the country that
manages over $500,000,000. Peter is also featured on every list
since 2004 of the ‘Top 150 Financial Advisors for Physicians’
list in Medical Economics.
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 has also earned the Certified Financial Planner
designation.
Peter has given hundreds of lectures to professional
organizations across the country. He gives presentations to
Vistage, a national organization of CEOs of multi-million dollar
companies, about wealth management and is ranked in the top 1%
of the organization's speakers. Peter also provides continuing
education courses for financial planners and investment
advisors.
Peter is the founder, executive board member, and former
five-year Chairman of KC CAN!, an organization of volunteers
dedicated to improving the quality of life of children in Kansas
City. KC CAN!'s signature project is 'Safety Street', a 'real
life' street where second graders throughout the city visit
Safety Street as an educational field trip to learn about bus,
car, bike, pedestrian, and fire safety. Peter also serves on the
Executive Board of Pathway to Hope, a charity dedicated to
supporting families coping with a mentally ill family member, as
well as the boards of the American Stroke Foundation, Planned
Giving Council of Kansas City Hospice, and St. Michael's Finance
Council. Peter is the recipient of the Wallace Galluzi Volunteer
Award for his work with Big Brothers/Big Sisters. Peter is
married to Veronica and has three children, Michael, John Peter,
and Gabrielle. |
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