Peter Mallouk named one of Wealth Magazines Top 100 Wealth Advisors 2007

Peter Mallouk named one of Worth magazine's 'Top 100 Wealth Advisors'.

Peter Mallouk is a Certified Financial Planner, estate planning attorney, and the Principal 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.

Click here to view a pdf version of the Worth Magazine Article.

Worth Editor-in-Chief Dwight Cass discusses the magazine’s October cover story.

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