Peter Mallouk is the President & CEO of Creative Planning, the independent wealth management firm he acquired in 2004. Under his leadership, the firm has grown from just $34 million in assets to over $354 billion in assets under management or advisement as of December 31, 2024, serving clients across all 50 U.S. states and internationally.

 

A lawyer-turned-financial advisor and author of New York Times bestsellers like Money, Simplified, Mallouk has shaped Creative Planning into a top-tier RIA, frequently recognized by Barron’s, Worth, and the Financial Times.

 

Beyond his impressive growth milestones, Peter is a visionary in financial education and community engagement. He founded nonprofits such as KC CAN! and Pathway Financial Education to extend financial literacy to underserved populations.

His firms’ expansive in‑house model integrates investment, tax, estate, retirement, charitable, and family office services—supported by a team of over 2,100 employees—to offer clients a fully comprehensive wealth-planning experience . A recipient of numerous accolades including Ingram’s 2024 Executive of the Year, Ernst & Young Entrepreneur of the Year, and multiple Barron’s Top 100 and Worth Power 100 recognitions, Peter blends strategic growth with a deep commitment to client-focused, purpose-driven excellence.