Peter Mallouk — SPARQNOW

At-a-Glance

Leads Creative Planning, a nationally recognized independent wealth advisory firm with approximately $350 billion in combined assets under management and advisement as of December 1, 2024, serving clients in all 50 states and abroad.
Serves as a founding board member of Pathway Financial Education, an initiative focused on providing financial education to underserved communities.
Holds an MBA in Business and a J.D. in Law.

Biography

Peter Mallouk is the President and Chief Executive Officer of Creative Planning, LLC, a nationally recognized independent wealth advisory firm. Since 1998, he has led the firm, which manages and advises on approximately $350 billion in combined assets as of December 1, 2024. Creative Planning serves clients across all 50 U.

S. states and internationally, with its teams dedicated to helping clients achieve their long-term financial goals through comprehensive, coordinated wealth management.