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Exclusive: This Is the First Time Ever This RIA Giant has Spoken at a Finance ConferenceExclusive: This Is the First Time Ever This RIA Giant has Spoken at a Finance Conference

Creative Planning's Peter Mallouk made his first-ever conference appearance at Wealth/Stack in 2019.

September 3, 2020

 

Peter Mallouk is the President of Creative Planning, and at Wealth/Stack 2019 in Arizona, he spoke at a finance conference for the first time ever in his career.

In this exclusive interview, watch Barry Ritholtz, CIO and Chairman of Ritholtz Wealth Management interview Peter on what it takes to become a giant in the RIA game.

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