Peter Mallouk, award-winning financial advisor and philanthropist, describes common investment pitfalls and how to avoid them
Peter Mallouk is the president of Creative Planning and affiliated companies. His organizations provide comprehensive wealth management services, including investment management, financial planning, charitable planning, retirement plan consulting, and tax and estate planning services. He has been named the number one independent financial advisor in America on Barron's list (2014 and 2015), and Creative Planning has been named the number one independent wealth management firm in America by CNBC (2014 and 2015). He and his wife, Veronica, reside in Overland Park, Kansas, with their three children, Michael, JP, and Gabby.
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