Peter Mallouk

Peter Mallouk

United States
45K followers 500+ connections

About

I am honored to serve as president and CEO of Creative Planning, LLC, a nationally…

Articles by Peter

  • NAVIGATING A PANDEMIC – PART 6

    WHERE COVID-19 GOES, SO GOES THE MARKETS It’s been a dizzying 10 weeks or so and one thing has not changed: COVID-19…

    10 Comments
  • Navigating a Pandemic - Part 4

    The Fed, President and Congress Provide A Bridge to The Future Today, the DOW posted its biggest single day percentage…

    7 Comments
  • NAVIGATING A PANDEMIC – PART 3

    On Thursday, the market declined 10%, marking its worst day since the 1987 crash. This was immediately followed on…

    3 Comments
  • Navigating a Pandemic - Part 2

    The coronavirus continues to spread and the tone in the United States and all over the world has shifted sharply over…

    15 Comments
  • NAVIGATING A PANDEMIC

    The coronavirus infection has officially become a pandemic, and we have learned a lot over the past few weeks. First…

    9 Comments
  • 2019 In One Graph

    While we believe in taking advantage of market volatility, we have consistently and strongly advocated against market…

    2 Comments
  • Half Time

    It was a great first half of the year for both the stock and bond markets. While there is always a myriad of factors…

    3 Comments
  • Cash is King?

    The 4th quarter market drop, concluding with the worst December since 1931, had many “investors” fleeing for the exits.…

    2 Comments
  • 10 Ways to Protect Yourself from Digital Threats

    The multitude of connected devices, social media sites and online shopping sites have fundamentally changed the way we…

    5 Comments
  • Riding the Storm Out

    Ask anyone what ultimately drives the market and they will give you all sorts of answers, nearly all of them wrong. If…

    12 Comments

Activity

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Experience

Education

Licenses & Certifications

  • JD

    -

  • MBA

    -

Volunteer Experience

  • Pathway Financial Education Graphic

    Board Member

    Pathway Financial Education

    Education

  • Chairman

    KC CAN!

    Children

    Five-year Chairman of KC CAN!, an organization of volunteers dedicated to improving the quality of life of children in Kansas City.

  • Giving the Basics Graphic

    Volunteer & Human Dignity Award recipient

    Giving the Basics

    Social Services

    Peter and his wife Veronica are the recipients of the Giving the Basics Human Dignity Award for their contributions towards helping those less fortunate meet basic needs, and recipients of the Variety Presidential Citation Award for their work supporting those with special needs.

  • Board Member

    Pathway To Hope

  • American Stroke Foundation Graphic
  • Board Member

    St. Michael’s Finance Council

  • Kansas City Hospice & Palliative Care Graphic
  • Benefactor, The Mallouk Give Back Scholarship Program of Kansas

    Give Back Scholarship Program

    Children

    https://www.giveback.ngo/kansas-scholars/

Publications

  • The Path: Accelerating Your Journey to Financial Freedom Hardcover

    Post Hill Press

    Regardless of where you stand on the path toward financial freedom, you can achieve your long-term goals with the right tools and strategies. Drawing upon decades of shared wisdom and hands-on experience, Peter Mallouk and Tony Robbins offer a simple, step-by-step process to help readers achieve financial independence.

    “The Path” is filled with real-life success stories and valuable lessons, including:

    • Why the future is brighter than it may seem, and why now is the best time in…

    Regardless of where you stand on the path toward financial freedom, you can achieve your long-term goals with the right tools and strategies. Drawing upon decades of shared wisdom and hands-on experience, Peter Mallouk and Tony Robbins offer a simple, step-by-step process to help readers achieve financial independence.

    “The Path” is filled with real-life success stories and valuable lessons, including:

    • Why the future is brighter than it may seem, and why now is the best time in history to be an investor
    • Tips for charting your personal journey toward financial security
    • Market insights and how to navigate volatility
    • What the financial services industry doesn’t want you to know
    • How to select a financial advisor who will put your interests first
    • How to navigate and select the right investment mix to achieve your personal financial goals

    See publication
  • Unshakeable: Your Financial Freedom Playbook

    Simon & Schuster

    In this book, Peter Mallouk and Tony Robbins provide tips on how to become unshakeable – a person who can maintain confidence in a world of immense uncertainty, economic volatility and unprecedented change while profiting from the fear that immobilizes many others. Mallouk and Robbins share a variety of tips, including:

    • How to put together a simple, actionable financial plan to help you achieve financial freedom
    • How a few simple steps can add a decade or more of income to your…

    In this book, Peter Mallouk and Tony Robbins provide tips on how to become unshakeable – a person who can maintain confidence in a world of immense uncertainty, economic volatility and unprecedented change while profiting from the fear that immobilizes many others. Mallouk and Robbins share a variety of tips, including:

    • How to put together a simple, actionable financial plan to help you achieve financial freedom
    • How a few simple steps can add a decade or more of income to your retirement
    • What your 401(k) provider doesn’t want you to know
    • Strategies for protecting yourself and your family in times of market volatility
    • How to avoid overpaying for underperformance
    • Four core principals to help you maximize upside and minimize downside

    See publication
  • The 5 Mistakes Every Investor Makes and How to Avoid Them

    Wiley

    With so much riding on your investment decisions, it’s important to get it right. “The 5 Mistakes Every Investor Makes and How to Avoid Them” serves as a practical guide to help investors navigate a constantly evolving investment landscape and avoid investing errors that have the potential to derail progress toward achieving their long-term goals.

    Creative Planning’s CEO, Peter Mallouk, shares useful investment techniques, highlights the importance of a disciplined investment approach…

    With so much riding on your investment decisions, it’s important to get it right. “The 5 Mistakes Every Investor Makes and How to Avoid Them” serves as a practical guide to help investors navigate a constantly evolving investment landscape and avoid investing errors that have the potential to derail progress toward achieving their long-term goals.

    Creative Planning’s CEO, Peter Mallouk, shares useful investment techniques, highlights the importance of a disciplined investment approach and pinpoints common, yet avoidable, mistakes made by both professional and individual investors. He also provides 10 rules for getting investing right, sharing proven techniques that have worked well for his clients during his 22 years of helping individuals realize their long-term financial goals.

    See publication

Honors & Awards

  • Worth Power 100 - 2018

    Worth

  • Worth Power 100 - 2017

    Worth

  • #1 Independent Financial Advisor in America (2015)

    Barron's

  • #1 Independent Financial Advisor in America (2014)

    Barron's

  • #1 Independent Financial Advisor in America (2013)

    Barron's

  • Top 100 Independent Financial Advisors in America (2011)

    Barron's

  • Top 100 Independent Financial Advisors in America (2009)

    Barron's

  • Advisor of the Year (2008)

    Boomer Market Advisor Magazine

  • The Top 100 Wealth Advisors (2007)

    Worth

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