Peter Mallouk is the President of Creative Planning, named the #1 Independent Financial Advisory Firm in America by Barron’s (2017).* Barron’s magazine named Peter the #1 Independent Financial Advisor in America three straight years (2013, 2014, and 2015).* CNBC named Creative Planning the #1 Independent Wealth Management Firm in the United States on the only rankings the network ever released (2014–2015).* Peter is featured on Worth magazine’s 2017 and 2018 Power 100 rankings, a list featuring the 100 most powerful men and women in global finance.* In 2017, Peter was a recipient of the Ernst & Young Central Midwest Entrepreneur of the Year Award.* Creative Planning provides comprehensive wealth management services to high-net-worth clients, including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning currently manages nearly $50 billion for clients in all fifty states. *Please see important disclosure information on The Path website at thepathtofreedom.com under the Important Disclosure Information tab.
No importa en qué momento de la vida te encuentres. Ni cuál sea tu situación financiera actual. Lo cierto es que puedes alcanzar la libertad financiera. Tal vez el viaje hasta ella no sea fácil. Necesitarás recursos, tácticas, fortaleza y, también, un estado de ánimo concreto. Pero...
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