Peter Mallouk is the President of Creative Planning and its affiliated companies. Peter’s companies provide comprehensive wealth management services to their clients, including investment management, financial planning, charitable planning, retirement plan consulting, tax planning and estate planning services.

Creative Planning provides wealth management services to high-net-worth clients, manages more than $309 billion in combined assets under management and advisement (as of 6/30/2024) for clients in all 50 states and abroad, and has been featured in several Top RIA Firms lists, including Barron's (2019-2023), Financial Times (2014-2020), and Financial Advisor magazine (2012-2022). In an article about the firm, The New York Times said, “Creative Planning is at the vanguard of a profound shift in finance” (2017).

Peter has been featured in Barron’s as one of the “Top 100 Independent Financial Advisors in America,” having won the award for three consecutive years (2013-2015). Peter has also been featured on Worth Magazine’s “Power 100” list of the most powerful men and women in global finance (2017 and 2018). Creative Planning was also featured in Ingram’s issues on “Best Wealth Manager” (2020) and the “Best Companies to Work For” (2022) as well as the Kansas City Business Journal’s issue on the “Best Places to Work” (2023).

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 a Master of Business Administration degree in 1996, also at the University of Kansas. Peter is a recipient of the University of Kansas School of Business Distinguished Alumni Award, becoming the second-youngest recipient to receive the award. His wife, Veronica, holds the spot of the youngest! Peter is also a recipient of the Ernst & Young Entrepreneur of the Year Award.

Peter is the founder, a current executive board member and a former five-year Chairman of KC CAN!, an organization of volunteers dedicated to improving the quality of life for children in Kansas City. He’s also the founder and a current executive board member of Pathway Financial Education, an organization dedicated to providing teenagers, adults and business owners in under-resourced communities with actionable financial education.

Peter and Veronica are recipients of the Giving the Basics Human Dignity Award for their contributions toward helping those less fortunate meet basic needs. They’re also recipients of the Variety Presidential Citation Award for their work supporting those with special needs. The Mallouks funded the Kansas chapter of Give Back, a program that identifies high-achieving high school students who have faced challenges and provides them with not only college tuition but also coaching, counseling and volunteer mentors. To date, 300 Kansas students have been awarded scholarships. Peter and Veronica have three children — Michael, JP and Gabby.

Note: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Creative Planning is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Creative Planning by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Creative Planning never pays a fee to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings.

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