Peter Mallouk

I am honored to serve as president and CEO of Creative Planning, LLC, a nationally recognized independent wealth advisory firm with approximately $700 billion in combined assets under management and advisement, including our affiliates, as of 1/1/26 and clients in all 50 states and over 100 countries. Our teams are dedicated to helping clients achieve their long-term financial goals. We provide a wide range of services specifically designed to help navigate life’s financial challenges.