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Peter Mallouk is an American financial advisor and businessman. He is the Principal, President and Chief Investment Officer of (Creative Planning, Inc. ), a registered investment advisor, and one of the largest independent wealth management firms in the country. Mallouk emphasizes the importance of customizing an investment portfolio to a client's specific situation, objectives, and needs, rather than basing investment decisions primarily on past performance or risk tolerance. Mallouk is a Certified Financial Planner (''CFP''), a certification awarded by the (Certified Financial Planner Board of Standards, Inc. ) His education at the University of Kansas included undergraduate majors in Business, Economics, Political Science and Psychology. Mallouk went on to also earn his M.B.A. and law degree (J.D.). Mallouk's firm, Creative Planning, Inc., manages approximately $15 billion for clients in all 50 states and abroad (See (ADV Part 1 )). Creative Planning provides financial planning services and investment management to individuals, businesses and institutions. Mallouk is also the author of ''The 5 Mistakes Every Investor Makes and How to Avoid Them: Getting Investing Right'' (2014)〔("The Five Mistakes Every Investor Makes and How to Avoid Them: Getting Investing Right" ), ''Wiley'', Retrieved on 28 May 2014.〕 == Awards and Recognition == ''Barron's'' #1 Independent Financial Advisor in America, 2015〔(22 August 2015). ("The Top 100 Independent Advisors" ). ''Barron's''. Retrieved 24 August 2015. "The Top 100 Independent Financial Advisors - 2015"〕 ''CNBC's'' #1 Fee-Only Wealth Wealth-Management Firm, 2015〔("#1 Fee-only U.S. wealth-management firm" ), ''CNBC'', 03 June 2015. Retrieved on 24 August 2015.〕 ''Barron's'' #1 Independent Financial Advisor in Kansas, 2015〔Garmhausen, Steve (24 February 2015). ("2015 Top Advisor Rankings: Kansas" ). ''Barron's''. Retrieved 23 April 2015.〕 ''Barron's'' #1 Independent Financial Advisor in America, 2014〔(25 August 2014). ("The Top 100 Independent Advisors" ). ''Barron's''. Retrieved 25 August 2014. "The Top 100 Independent Financial Advisors - 2014"〕 ''CNBC's'' #1 Fee-Only Wealth Wealth-Management Firm, 2014〔("#1 Fee-only U.S. wealth-management firm" ), ''CNBC'', 14 May 2014. Retrieved on 28 May 2014.〕 ''Barron's'' #1 Independent Financial Advisor in America, 2013〔Garmhausen, Steve (26 August 2013). ("The Top 100 Independent Advisors" ). ''Barron's''. Retrieved 30 August 2013. "The Indie 100"〕 ''Boomer Market Advisor's'' Advisor of the Year, 2008〔Sullivan, John (01 May 2008). ("Advisor of the Year" ). ''Boomer Market Advisor''. Retrieved 29 May 2008.〕 ''Worth's'' Top Wealth Managers in America (all lists from 2005 on)〔(01 October 2007). ("Top 100 Wealth Advisors" ). ''Worth''. Retrieved 01 October 2007.〕 Mallouk is viewed as an authority on investment management for high net worth individuals and has been seen on CNBC〔 and Fox Business News.〔("Worries of the Wealth" ), ''Fox Business News'', 27 November 2013. Retrieved on 23 April 2015.〕 He has also been quoted or featured by The Wall Street Journal,〔("Taming a Rebellious Teen with an Incentive Trust" ), ''The Wall Street Journal'', 12 December 2013. Retrieved on 23 April 2015.〕 CNBC,〔("Selecting the right advisor is serious business" ), ''CNBC'', 27 August 2014. Retrieved on 23 April 2015.〕 Barron's,〔 The Financial Times,〔(26 June 2014). ("FT 300" ). ''Financial Times 300''. Retrieved 23 April 2015.〕 Bloomberg〔Effinger, Anthony (15 March 2015). ("Funds Run by Robots Now Account for $400 Billion" ), ''Bloomberg'', 14 May 2014. Retrieved on 23 April 2015.〕 and numerous other publications. 抄文引用元・出典: フリー百科事典『 ウィキペディア（Wikipedia）』 ■ウィキペディアで「Peter Mallouk」の詳細全文を読む スポンサード リンク
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