“Peter Mallouk is the President and CEO of Creative Planning. Creative Planning is a Registered Investment Advisory firm that manages over $55 billion dollars in assets and serves clients in all 50 states. Both Creative Planning and Peter have been recognized as industry leaders by organizations such as Barron’s, Financial Times and CNBC. RIA Channel, published by Forbes, recently ranked Creative planning as the #1 Wealth Manager for 2020. Creative Planning and Peter encourage you to visit www.creativeplanning.com to review important information related to their industry recognition.” He recently wrote the New York Times Bestseller The Path accelerating your journey to financial freedom and also Unshakable with Tony Robbins.
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