Peter Mallouk is the president of Creative Planning, named the #1 Independent Financial Advisory Firm in America by Barron's (2017). CNBC also named Creative Planning the #1 Independent Wealth Management Firm in the United States on the only rankings the network ever released (2014-2015). Creative Planning provides comprehensive wealth management services to high-net-worth clients, including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning currently manages nearly $50 billion for clients in all fifty states. Barron's magazine named Peter the #1 Independent Financial Advisor in America for three straight years (2013, 2014, and 2015). Peter is featured on Worth magazine's 2017 and 2018 Power 100 rankings, a list featuring the 100 most powerful men and women in global finance. In 2017, Peter was a recipient of the Ernst & Young Central Midwest Entrepreneur of the Year Award.
