Peter Mallouk
Keynote Speaker: 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.
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What topics does Peter Mallouk speak about?
Peter Mallouk is a keynote speaker and industry expert who speaks on a wide range of topics such as Authors, Business, Finance, Economy, Consulting and Entrepreneurship.
Where does Peter Mallouk travel from?
Peter Mallouk generally travels from Overland Park, KS, USA and can be booked for (private) corporate events, personal appearances, keynote speeches, or other performances.
Who is the agent for Peter Mallouk?
AAE Speakers Bureau has successfully secured 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 Schedule 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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Peter Mallouk is a keynote speaker and industry expert who speaks on a wide range of topics including Authors, Business and Finance. Please contact us for live or virtual event fee details. 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 and Kristina Salen. Contact All American Speakers for ratings, reviews, videos and information on scheduling Peter Mallouk for an upcoming event.
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