Peter Mallouk has earned quite a laundry list of accolades during his decade and a half in financial planning. Mr. Mallouk is a Certified Financial Planner, estate planning attorney, and the Principal of Creative Planning. He provides comprehensive wealth management services to clients, including investment management, financial planning, charitable planning, retirement plan consulting, real estate offerings, tax planning and preparation, and estate planning services. He has built his firm to over $700 million in assets under management. In the process, he has attracted a lot of industry admirers. Mr. Mallouk was ranked among Worth magazine's Top 100 Wealth Advisors, named Advisor of the Year by Boomer Market Advisor Magazine, listed among the Top 100 Independent Financial Advisors in the Country by Barron's, and is featured on the Top 150 Financial Advisors for Physicians list in Medical Economics. His firm has been featured in Bloomberg Wealth Manager magazine¿s Champions List of Top Financial Firms in the Country and in Financial Advisor Magazine as one of the top firms in the country that manages over $300 million. Mr. Mallouk graduated from the University of Kansas with a Bachelor's Degree in Business Administration and Economics and earned an MBA and law degree from the same school. He later earned the Certified Financial Planner designation.
Peter Mallouk has earned quite a laundry list of accolades during his decade and a half in financial planning. Mr. Mallouk is a Certified Financial Planner, estate planning attorney, and the Principal of Creative Planning. He provides comprehensive wealth management services to clients, including investment management, financial planning, charitable planning, retirement plan consulting, real estate offerings, tax planning and preparation, and estate planning services. He has built his firm to over $700 million in assets under management. In the process, he has attracted a lot of industry admirers. Mr. Mallouk was ranked among Worth magazine's Top 100 Wealth Advisors, named Advisor of the Year by Boomer Market Advisor Magazine, listed among the Top 100 Independent Financial Advisors in the Country by Barron's, and is featured on the Top 150 Financial Advisors for Physicians list in Medical Economics. His firm has been featured in Bloomberg Wealth Manager magazine¿s Champions List of Top Financial Firms in the Country and in Financial Advisor Magazine as one of the top firms in the country that manages over $300 million. Mr. Mallouk graduated from the University of Kansas with a Bachelor's Degree in Business Administration and Economics and earned an MBA and law degree from the same school. He later earned the Certified Financial Planner designation.