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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, tax planning and
preparation, and estate planning services.
Creative Planning Private Wealth Management provides wealth
management services to high net worth clients, and currently
manages over $2.5 billion for clients in over 45 states.
Peter is currently ranked #10 on Barron's list of
the 'Top 100 Independent Financial Advisors in America'. Peter
is also featured in Robb Report Worth magazine's
list of the 'Top 100 Financial Advisors' in America;
Medical Economics 'Top 150 Financial Advisors for
Physicians'; and in Boomer Advisor as the '#1 Advisor in America
for Baby Boomers. Creative Planning is featured in
Bloomberg Wealth Manager magazine's 'Champions' list of
Top Financial Firms in the Country; Forbes listing of the 'Top
50 Financial Advisory Firms in America'; and Ingram's
magazines' issues on 'Best Places to Work'; 'Most Charitable
Organizations'; and Reader's Choice '#1 Wealth Management Firm'.
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 as one of the
organization's top speakers.
Peter is the founder, current 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 has served on the
Executive Board of Pathway to Hope, and continues to emcee their
annual auction. Peter has served on the boards of the American
Stroke Foundation, Planned Giving Council of Kansas City
Hospice, and St. Michael's Finance Council. Peter currently
serves on the Kansas City Hospice Board. 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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