The Path

Peter Mallouk is the President of Creative Planning, named the #1 Independent Financial Advisory Firm in America by Barron’s (2017).* Barron’s magazine named Peter the #1 Independent Financial Advisor in America three straight years (2013, 2014, and 2015).* CNBC named Creative Planning the #1 Independent Wealth Management Firm in the United States on the only rankings the network ever released (2014–2015).* Peter is featured on Worth magazine’s 2017 and 2018 Power 100 rankings, a list featuring the 100 most powerful men and women in global finance.* In 2017, Peter was a recipient of the Ernst & Young Central Midwest Entrepreneur of the Year Award.* Creative Planning provides comprehensive wealth management services to high-net-worth clients, including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning currently manages nearly $50 billion for clients in all fifty states. *Please see important disclosure information on The Path website at thepathtofreedom.com under the Important Disclosure Information tab.