Peter Mallouk makes money make sense with Tony and Frances
Ever wish you could sit down and have a casual chat with a financial planner who could coach you through some very challenging aspects of your life?
Well, today you are in luck because in this Customize Your Life interview, we sit down with one of our advisors. We have known him for a few years now, and he also just happens to be one of the biggest names in wealth management today: Peter Mallouk!
Peter Mallouk may have assets in the billions, but you can see by this conversation with him that he is as authentic and humble as they come. Much of our financial and professional success is thanks to credible, sound advice like the kind he provides here.
Getting your finances in order is one of the most important things you can do when customizing your life. And Peter knows all about this.
He is the CEO of Creative Planning, a firm that was ranked #1 fiduciary wealth management in the country by Barron’s for not just one, but three years in a row. Peter offers wealth management services, investment management, and financial planning, among others. In 2017, The New York Times said of his firm, “Creative Planning is at the vanguard of a profound shift in finance.”
And that’s not all…Peter was featured on Worth magazine’s ‘Power 100’, and Creative Planning’s innovative office spaces were featured in Ingram’s magazines’ issues on ‘Best Places to Work’ and ‘Most Charitable Organizations.’
In this interview, we answer the question on everyone’s mind: MONEY. Peter talks about liabilities and assets, and when exactly is the perfect time to start your financial planning.
