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Peter Mallouk

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

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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.

Videos
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
  • HOW TO BOOK Peter Mallouk?

    Our booking agents have successfully helped clients around the world secure talent like Peter Mallouk for both live and virtual events for over 15 years. The team at All American Entertainment represents and listens to the needs of organizations and corporations seeking to hire keynote speakers, celebrities or entertainers for speaking engagements, personal appearances, product endorsements, or corporate entertainment. Fill out a booking request form 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 pricing information and check availability for Peter Mallouk or any other celebrity of your choice.
  • HOW MUCH DOES IT COST TO BOOK Peter Mallouk?

    Booking fees for Peter Mallouk, or any other speakers and celebrities, are determined based on a number of factors and may change without notice. Pricing often varies between live and virtual events. Other factors that can affect speaker fees include the talent's schedule, market conditions, length of presentation, and the location of the event. The live and virtual event speaking fees listed on this website are intended to serve as a guideline only. In some cases, the actual quote may be above or below the stated range. For the most current fee to hire Peter Mallouk, please fill out the booking request form or call our office at 1.800.698.2536 to speak with an experienced booking agent.
  • WHO IS THE AGENT FOR Peter Mallouk?

    All American Entertainment has successfully secured celebrity talent like Peter Mallouk for clients worldwide for more than 15 years. As a full-service talent 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. Fill out the booking request form 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.
  • WHAT IS A FULL-SERVICE TALENT BOOKING AGENCY?

    All American Speakers is a "buyers agent" and exclusively represents talent buyers, meeting planners and event professionals, who are looking to secure celebrities and speakers for personal appearances, speaking engagements, corporate entertainment, public relations campaigns, commercials, or endorsements. We do not exclusively represent Peter Mallouk or claim ourselves as the exclusive booking agency, business manager, publicist, speakers bureau or management for Peter Mallouk or any other speaker or celebrity on this website. For more information on how we work and what makes us unique, please read the AAE Advantage.
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This website is a resource for event professionals and strives to provide the most comprehensive catalog of thought leaders and industry experts to consider for speaking engagements. A listing or profile on this website does not imply an agency affiliation or endorsement by the talent.

All American Entertainment (AAE) exclusively represents the interests of talent buyers, and does not claim to be the agency or management for any speaker or artist on this site. AAE is a talent booking agency for paid events only. We do not handle requests for donation of time or media requests for interviews, and cannot provide celebrity contact information.

If you are the talent, and wish to request removal from this catalog or report an issue with your profile, please click here.

Peter Mallouk

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

Travels From:
Overland Park, KS, USA
Speaking Fee:

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

FAQs on booking Peter Mallouk

  • How to book Peter Mallouk?

    Our booking agents have successfully helped clients around the world secure talent like Peter Mallouk for both live and virtual events for over 15 years. The team at All American Entertainment represents and listens to the needs of organizations and corporations seeking to hire keynote speakers, celebrities or entertainers for speaking engagements, personal appearances, product endorsements, or corporate entertainment. Fill out a booking request form 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 pricing information and check availability for Peter Mallouk or any other celebrity of your choice.
  • How much does it cost to book Peter Mallouk?

    Booking fees for Peter Mallouk, or any other speakers and celebrities, are determined based on a number of factors and may change without notice. Pricing often varies between live and virtual events. Other factors that can affect speaker fees include the talent's schedule, market conditions, length of presentation, and the location of the event. The live and virtual event speaking fees listed on this website are intended to serve as a guideline only. In some cases, the actual quote may be above or below the stated range. For the most current fee to hire Peter Mallouk, please fill out the booking request form or call our office at 1.800.698.2536 to speak with an experienced booking agent.
  • Who is the agent for Peter Mallouk?

    All American Entertainment has successfully secured celebrity talent like Peter Mallouk for clients worldwide for more than 15 years. As a full-service talent 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. Fill out the booking request form 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.
  • What is a full-service talent booking agency?

    All American Speakers is a "buyers agent" and exclusively represents talent buyers, meeting planners and event professionals, who are looking to secure celebrities and speakers for personal appearances, speaking engagements, corporate entertainment, public relations campaigns, commercials, or endorsements. We do not exclusively represent Peter Mallouk or claim ourselves as the exclusive booking agency, business manager, publicist, speakers bureau or management for Peter Mallouk or any other speaker or celebrity on this website. For more information on how we work and what makes us unique, please read the AAE Advantage.

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 Ellie Wheeler. Contact All American Speakers for ratings, reviews, videos and information on scheduling Peter Mallouk for an upcoming live or virtual event.

Peter Mallouk Speaker 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 ...

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Speakers Similar to Peter Mallouk

This website is a resource for event professionals and strives to provide the most comprehensive catalog of thought leaders and industry experts to consider for speaking engagements. A listing or profile on this website does not imply an agency affiliation or endorsement by the talent.

All American Entertainment (AAE) exclusively represents the interests of talent buyers, and does not claim to be the agency or management for any speaker or artist on this site. AAE is a talent booking agency for paid events only. We do not handle requests for donation of time or media requests for interviews, and cannot provide celebrity contact information.

If you are the talent, and wish to request removal from this catalog or report an issue with your profile, please click here.

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