Peter MalloukPeter Mallouk es presidente de Creative Planning, una empresa que ofrece servicios integrales de gestión patrimonio a clientes de alto poder adquisitivo. The New York Times ha dicho de ella que «está a la vanguardia de un cabio profundo en las finanzas personales». En la actualidad, gestiona más de 75.600 millones de dólares para clientes de todo Estados Unidos y el extranjero. Durante varios años consecutivos, Mallouk fue incluido en la lista Worth de «Los 100 hombres y mujeres más poderosos de las finanzas mundiales» y la revista Barron's lo situó en el número uno de «Los 100 mejores asesores financieros independientes de Estados Unidos».Peter Mallouk is the President of Creative Planning, named the #1 Independent Financial Advisory Firm in America by Barron's (2017). Barron's magazine named Peter the #1 Independent Financial Advisor in America three straight years (2013, 2014, and 2015).* CNBC named Creative Planning the #1 Independent Wealth Management Firm in the United States on the only rankings the network ever released (2014-2015). Peter is featured on Worth magazine's 2017 and 2018 Power 100 rankings, a list featuring the 100 most powerful men and women in global finance. In 2017, Peter was a recipient of the Ernst & Young Central Midwest Entrepreneur of the Year Award. Creative Planning provides comprehensive wealth management services to high-net-worth clients, including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning currently manages nearly $50 billion for clients in all fifty states. Read More Read Less
Peter Mallouk is the President of Creative Planning, named the #1 Independent Financial Advisory Firm in America by Barron's (2017). Barron's magazine named Peter the #1 Independent Financial Advisor in America three straight years (2013, 2014, and 2015).* CNBC named Creative Planning the #1 Independent Wealth Management Firm in the United States on the only rankings the network ever released (2014-2015). Peter is featured on Worth magazine's 2017 and 2018 Power 100 rankings, a list featuring the 100 most powerful men and women in global finance. In 2017, Peter was a recipient of the Ernst & Young Central Midwest Entrepreneur of the Year Award. Creative Planning provides comprehensive wealth management services to high-net-worth clients, including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning currently manages nearly $50 billion for clients in all fifty states.
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