Peter Mallouk

President of Creative Planning, Inc., Financial Planning & Author

Travels From Travels From:
Overland Park, KS, USA
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Peter Mallouk Biography

Peter Mallouk was on Worth’s list of 100 Most Powerful Men and Women in Global Finance (2018 and 2017) as the only person on the list who advises clients. He’s the only financial advisor to have been featured at No. 1 for three years in a row (2013-15) in Barron’s “Top 100 Independent Financial Advisors in America.” As President of Creative Planning, Mallouk has found further success, garnering a No. 1 ranking in Barron’s as the top Independent Wealth Management Firm in America (2017) and being featured twice as the No. 1 Independent Wealth Management Firm in the U.S. by CNBC (2014 and 2015).

While much of the praise may be recent, Peter’s approach has been anything but. According to Peter, “The wealth management industry is starting to go independent, avoid proprietary products, reduce tax consequences, and focus on needs-based investing. Creative Planning started doing that 15 years ago. As The New York Times says, “Creative Planning is at the vanguard of a profound shift in personal finance” as we build what Barron’s declared as a “family office for all.”

Creative Planning manages $49.4 billion as of June 30, 2020 for clients in all 50 states and abroad. Suffice it to say, Peter’s knowledge and expertise in wealth management is earning far more than praise.

Peter Mallouk Videos

  • SALT Talks: Peter Mallouk | President, Creative Planning - YouTube
  • Don't Buy Bitcoin. Do This Instead – Peter Mallouk
  • Creative Planning - Peter Mallouk on Why You Aren't as Open ...
    President Peter Mallouk discusses why you might not be as open minded as you think you are. Confirmation bias is the tendency to interpret ...

Peter Mallouk Books

  • The Path: Accelerating Your Journey To Financial Freedom
    The Path: Accelerating Your Journey To Financial Freedom
  • Unshakeable: Your Financial Freedom Playbook
    Unshakeable: Your Financial Freedom Playbook
  • The 5 Mistakes Every Investor Makes And How To Avoid Them: Getting Investing Right
    The 5 Mistakes Every Investor Makes And How To Avoid Them: Getting Investing Right

FAQs on booking Peter Mallouk

  • How do I book Peter Mallouk to speak at my event?

    Our experienced booking agents have successfully helped clients around the world secure speakers like Peter Mallouk for speaking engagements, personal appearances, product endorsements, or corporate entertainment since 2002. Click the Check Availability button above and complete the form on this page to check availability for Peter Mallouk, or call our office at 1.800.698.2536 to discuss your upcoming event. One of our experienced agents will be happy to help you get speaking fee information and check availability for Peter Mallouk or any other speaker of your choice.
  • What are the speaker fees for Peter Mallouk

    Speaking fees for Peter Mallouk, or any other speakers and celebrities, are determined based on a number of factors and may change without notice. The estimated fees to book Peter Mallouk are for live events and for virtual events. For the most current speaking fee to hire Peter Mallouk, click the Check Availability button above and complete the form on this page, or call our office at 1.800.698.2536 to speak directly with an experienced booking agent.
  • What topics does Peter Mallouk speak about?

    Peter Mallouk is a keynote speaker and industry expert whose speaking topics include Authors, Business, Consulting, Economy, Entrepreneurship, Finance.
  • Where does Peter Mallouk travel from?

    Peter Mallouk generally travels from Overland Park, KS, USA, but can be booked for private corporate events, personal appearances, keynote speeches, or other performances. For more details, please contact an AAE Booking agent.
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    AAE Speakers Bureau has successfully booked keynote speakers like Peter Mallouk for clients worldwide since 2002. As a full-service speaker booking agency, we have access to virtually any speaker or celebrity in the world. Our agents are happy and able to submit an offer to the speaker or celebrity of your choice, letting you benefit from our reputation and long-standing relationships in the industry. Please click the Check Availability button above and complete the form on this page including the details of your event, or call our office at 1.800.698.2536, and one of our agents will assist you to book Peter Mallouk for your next private or corporate function.
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    AAE Speakers Bureau is a full-service speaker booking agency, meaning we can completely manage the speaker’s or celebrity’s engagement with your organization from the time of booking your speaker through the event’s completion. We provide all of the services you need to host Peter Mallouk or any other speaker of your choice, including offer negotiation, contractual assistance, accounting and billing, and event speaker travel and logistics services. When you book a speaker with us, we manage the process of hosting a speaker for you as an extension of your team. Our goal is to give our clients peace of mind and a best-in-class service experience when booking a speaker with us.
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Peter Mallouk is a keynote speaker and industry expert who speaks on a wide range of topics . The estimated speaking fee range to book Peter Mallouk for your event is available upon request. Peter Mallouk generally travels from Overland Park, KS, USA and can be booked for (private) corporate events, personal appearances, keynote speeches, or other performances. Similar motivational celebrity speakers are Zach Piester, Cyan Banister, Cyril Demaria, Jane Fraser and Kristina Salen. Contact All American Speakers for ratings, reviews, videos and information on scheduling Peter Mallouk for an upcoming live or virtual event.

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