PETER MALLOUK

Peter Mallouk is the President of Creative Planning and its affiliated companies, which 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 manages more than $354 billion in combined assets under management or advisement by Creative Planning and its affiliates as of December 31, 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).*

Accolades

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).

Education

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!

Giving Back

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.