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| Peter Mallouk, J.D., MBA, CFP® |
| Peter Mallouk is an
estate planning attorney and the President and Chief Investment Officer of
Creative Planning and affiliated companies. Peter's companies
provide comprehensive wealth management services to its clients,
including investment management, financial planning, charitable
planning, retirement plan consulting, tax planning and
preparation, and estate planning services. Creative Planning Private Wealth Management provides wealth management services to high net worth clients, and currently manages approximately $3.5 billion for clients in over 45 states. Peter is featured in every eligible listing of Barron's as one of the 'Top 100 Independent Financial Advisors in the Country'. In every ranking since 2005, Peter is featured on Robb Report Worth Magazine's list of the 'Top 100 Financial Advisors' in America. Peter is featured in Boomer Advisor as the '#1 Advisor in America for Baby Boomers.' Every year since 2004, Creative Planning is featured in Bloomberg Wealth Manager magazine's 'Champions' list of Top Financial Firms in the Country. Creative Planning is featured in Forbes as one of the 'Top 50 Financial Advisory Firms in America', Investment News' 'Top 50 Wealth Management Firms in America', and AdvisorOne's 'Top 50 Wealth Manager'. Peter is featured on every list since 2004 of the 'Top 150 Financial Advisors for Physicians' list in Medical Economics. Creative Planning is also featured in Ingram's magazines' issues on 'Best Places to Work', 'Most Charitable Organizations' and named the Reader's Choice '#1 Wealth Management Firm'. 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 Master of Business Administration in 1996, also at the University of Kansas. Peter has also earned the Certified Financial Planner designation. Peter has given hundreds of lectures to professional organizations across the country. He gives presentations to Vistage, a national organization of CEOs of multi-million dollar companies, about wealth management and is ranked as one of the organization's top speakers. Peter is the founder, current executive board member, and former five-year Chairman of KC CAN!, an organization of volunteers dedicated to improving the quality of life of children in Kansas City. KC CAN!'s signature project is 'Safety Street', a 'real life' street where second graders throughout the city visit Safety Street as an educational field trip to learn about bus, car, bike, pedestrian, and fire safety. Peter has served on the Executive Board of Pathway to Hope, and continues to emcee their annual auction. Peter has served on the boards of the American Stroke Foundation, Planned Giving Council of Kansas City Hospice, and St. Michael's Finance Council. Peter currently serves on the Kansas City Hospice and KCCAN Boards. Peter is the recipient of the Wallace Galluzi Volunteer Award for his work with Big Brothers/Big Sisters. Peter is married to Veronica and has three children, Michael, John Peter, and Gabrielle. |
Will & Trust Center is a part of the Mallouk Law Firm, P.A. |
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