Peter Mallouk is the President and CIO at Creative Planning which currently manages, get ready for it, $210B. Peter holds a law degree, an MBA and is a CFP and just an overall very smart and thoughtful guy. You may recognize his name as he was the co-author of Money: Master the Game with Tony Robbin
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Please enjoy this transcript of my interview with Peter Mallouk (@PeterMallouk), President of Creative Planning, which provides wealth management services to clients, manages over $36 billion for clients in all 50 states and abroad, and has been featured as the number one independent wealth managem.
open.spotify.com 110 min