Centurions | Actives - LUC: Peter Mallouk
Name:
Centurions | Actives - LUC: Peter Mallouk
Date:
November 15, 2022
Time:
8:00 AM - 9:30 AM CST
Registration:
Register Now
Event Description:
This event is open to Active Centurions only.
Leading with Giving Back in Mind
Peter Mallouk, JD, MBA, is the President and CEO of Creative Planning, LLC, a nationally recognized independent wealth advisory firm with approximately $225 billion in combined assets under management & advisement for clients in all 50 states and abroad, as of December 31, 2021. Creative Planning provides comprehensive wealth management services to its clients, including investment management, financial planning, tax planning, retirement plan consulting, estate planning services, and charitable planning. Peter has been named the #1 Financial Advisor in America 3 times by Barron’s and Creative Planning has been named the #1 firm in America by CNBC, Barron’s and RIA Channel, published by Forbes.
Peter will provide a unique view of reinventing how to grow an institution during a pandemic while expanding philanthropic ventures.
In addition to leading Creative Planning, Peter is passionate about providing financial education and resources to individuals, families and business owners who have typically been underserved by the financial services industry. He and his wife Veronica are the recipients of the Giving the Basics Human Dignity Award for their contributions towards helping those less fortunate meet basic needs, and recipients of the Variety Presidential Citation Award for their work supporting those with special needs. Peter has served on the boards of Pathway to Hope, American Stroke Foundation, St. Michael’s Finance Council, and Kansas City Hospice. Peter is a recipient of the Ernst & Young Entrepreneur of the Year Award, and is the founder, current executive board member, and former five-year Chairman of KCCAN!
Most recently, Peter founded Pathway Financial Education, a Kansas City-based nonprofit dedicated to providing teenagers, adults, and business owners in under-resourced communities with actionable financial education. Pathway officially opened its doors in April 2021.
Peter graduated from the University of Kansas in 1993 with four majors, including degrees in Business Administration and Economics. He went on to earn a law degree and Master of Business Administration in 1996, also at the University of Kansas. Peter is the recipient of the University of Kansas School of Business Distinguished Alumni Award, becoming the second-youngest recipient to receive the award. His wife Veronica holds the spot of the youngest!
Leading with Giving Back in Mind
Peter Mallouk, JD, MBA, is the President and CEO of Creative Planning, LLC, a nationally recognized independent wealth advisory firm with approximately $225 billion in combined assets under management & advisement for clients in all 50 states and abroad, as of December 31, 2021. Creative Planning provides comprehensive wealth management services to its clients, including investment management, financial planning, tax planning, retirement plan consulting, estate planning services, and charitable planning. Peter has been named the #1 Financial Advisor in America 3 times by Barron’s and Creative Planning has been named the #1 firm in America by CNBC, Barron’s and RIA Channel, published by Forbes.
Peter will provide a unique view of reinventing how to grow an institution during a pandemic while expanding philanthropic ventures.
In addition to leading Creative Planning, Peter is passionate about providing financial education and resources to individuals, families and business owners who have typically been underserved by the financial services industry. He and his wife Veronica are the recipients of the Giving the Basics Human Dignity Award for their contributions towards helping those less fortunate meet basic needs, and recipients of the Variety Presidential Citation Award for their work supporting those with special needs. Peter has served on the boards of Pathway to Hope, American Stroke Foundation, St. Michael’s Finance Council, and Kansas City Hospice. Peter is a recipient of the Ernst & Young Entrepreneur of the Year Award, and is the founder, current executive board member, and former five-year Chairman of KCCAN!
Most recently, Peter founded Pathway Financial Education, a Kansas City-based nonprofit dedicated to providing teenagers, adults, and business owners in under-resourced communities with actionable financial education. Pathway officially opened its doors in April 2021.
Peter graduated from the University of Kansas in 1993 with four majors, including degrees in Business Administration and Economics. He went on to earn a law degree and Master of Business Administration in 1996, also at the University of Kansas. Peter is the recipient of the University of Kansas School of Business Distinguished Alumni Award, becoming the second-youngest recipient to receive the award. His wife Veronica holds the spot of the youngest!
