作者簡介
PETER MALLOUK, JD, MBA, CFP, is the President and Chief Investment Officer of Creative Planning and affiliated companies. Mallouk’s companies provide comprehensive wealth management services to its clients, including investment management, financial planning, charitable planning, retirement plan consulting, tax, and estate planning services. He has been named the #1 independent financial advisor in America on Barron’s list and his company has been named the #1 independent wealth management firm in America by CNBC.