End the duopoly

Creative Planning to Donate $12 Million to Organizations Focused on Social Justice Reform, Access to Education, Financial Literacy, Basic Needs and More

Creative Planning, one of the largest registered independent advisory firms in the nation, reaffirmed its commitment to supporting the black community and ending systemic racism, discrimination, and violence, announcing a $12 million donation over the next 18 months to organizations that support social justice reform, access to education, financial literacy and basic needs.

Creative Planning’s leadership team is also working to create a sustained and ongoing financial literacy program that will include free financial, legal and tax education and services to the disenfranchised.

“Creative Planning understands the serious inequities present in our society, and it is our hope that this contribution will be a step towards creating equal opportunities for success for individuals and communities impacted by racial injustice,” said Peter Mallouk, CEO of Creative Planning.

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“We are not only deeply committed to supporting causes that are aligned with our corporate values, but also dedicated to fostering increased and continued dialogue in our industry around social injustice.

Together, we must ask ourselves how we can change and improve our existing system to stop the cycle of inequity that disproportionately affects these communities.”

This donation builds on the leadership […]

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