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
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.
The Will and
Trust Center Website
Peter Mallouk named 'Top
100 Independent Financial Advisors in America'
by Barron's Magazine
Peter Mallouk named
'Advisor of the Year' by Boomer Market Advisor