About
I am honored to serve as president and CEO of Creative Planning, LLC, a nationally…
Articles by Peter
Activity
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Great evening with our newest wealth managers, joining us across the country. Orlando C., Kyle Jones, Peter Nieporent, CFP®, Aaron Greene, Tom…
Great evening with our newest wealth managers, joining us across the country. Orlando C., Kyle Jones, Peter Nieporent, CFP®, Aaron Greene, Tom…
Shared by Peter Mallouk
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Inflation is the silent thief. Over the last 30 years, it cut the value of $1 in half. But $1 invested in the S&P 500 became nearly $9 – AFTER…
Inflation is the silent thief. Over the last 30 years, it cut the value of $1 in half. But $1 invested in the S&P 500 became nearly $9 – AFTER…
Shared by Peter Mallouk
Experience
Education
Licenses & Certifications
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JD
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MBA
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Volunteer Experience
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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.
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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.
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Board Member
Pathway To Hope
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Board Member
St. Michael’s Finance Council
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Benefactor, The Mallouk Give Back Scholarship Program of Kansas
Give Back Scholarship Program
Children
https://www.giveback.ngo/kansas-scholars/
Publications
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The Path: Accelerating Your Journey to Financial Freedom Hardcover
Post Hill Press
See publicationRegardless 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 -
Unshakeable: Your Financial Freedom Playbook
Simon & Schuster
See publicationIn 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 -
The 5 Mistakes Every Investor Makes and How to Avoid Them
Wiley
See publicationWith 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.
Honors & Awards
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Worth Power 100 - 2018
Worth
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Worth Power 100 - 2017
Worth
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#1 Independent Financial Advisor in America (2015)
Barron's
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#1 Independent Financial Advisor in America (2014)
Barron's
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#1 Independent Financial Advisor in America (2013)
Barron's
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Top 100 Independent Financial Advisors in America (2011)
Barron's
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Top 100 Independent Financial Advisors in America (2009)
Barron's
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Advisor of the Year (2008)
Boomer Market Advisor Magazine
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The Top 100 Wealth Advisors (2007)
Worth
More activity by Peter
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If you don't like change, you will like irrelevance even less. General Eric Shinseki
If you don't like change, you will like irrelevance even less. General Eric Shinseki
Posted by Peter Mallouk
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You might be wondering why this chart appears to be flipping you the bird. Well, that’s the stock market for you. While it's averaged 10% over long…
You might be wondering why this chart appears to be flipping you the bird. Well, that’s the stock market for you. While it's averaged 10% over long…
Shared by Peter Mallouk
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The ‘enrollment cliff’ is coming. The 18 year old population is expected to drop 15% between now and 2029. Expect many school closings and program…
The ‘enrollment cliff’ is coming. The 18 year old population is expected to drop 15% between now and 2029. Expect many school closings and program…
Shared by Peter Mallouk
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Remember this the next time you find yourself in a turbulent market with bad news: 1. You are a long-term investor 2. Diversified portfolios are…
Remember this the next time you find yourself in a turbulent market with bad news: 1. You are a long-term investor 2. Diversified portfolios are…
Shared by Peter Mallouk
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