Creative Planning

2023 Charitable Champion

Employees: 2,169
Location: Overland Park, Kansas
Primary Custodian and/or Clearing Firm: Fidelity Clearing & Custody Solutions
Top Executive: Peter Mallouk, President & CEO

Philanthropic Stats:

  • 100 VTO hours offered to each employee per year
  • $597,180 in cash contributions
  • 4,340 volunteer hours completed for philanthropic programs and events offered by the firm

Creative Planning’s philanthropic efforts focus on addressing basic needs: helping individuals and families experiencing food insecurity and assisting individuals in under-resourced areas with financial education. Creative Planning listens to their clients – they share their passion projects, and the firm often selects volunteer activities based on their input.

Creative Planning founded and is the principal benefactor of Pathway Financial Education, a nonprofit financial literacy academy, which provides free financial education and training in under-resourced communities around the country. Employees from Creative Planning volunteer as instructors, coaches, and mentors at Pathway. Creative Planning actively encourages and promotes employees to “give back” to the community. Through volunteerism, employees learn a great deal more about their communities and find new ways to participate and contribute.