Ep. 660 Peter Mallouk I The Creative Planner
Rounding The Bases With Joel Goldberg · Joel Goldberg
December 2, 202154m 24s
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Show Notes
Every now and then, you meet someone who sets sky-high expectations and shatters them. Today’s guest is one such example. Peter Mallouk is the President and CEO of Creative Planning, a New York Times best-selling author, and all-around epitome of excellence. Even by his own exacting standards, he has no shortage of accomplishments. From his top-ranked wealth management firm to his passionate commitment to bettering our community, Peter sets himself apart on the regular, all with a rare sense of grace.