Just days after the launch of BrightPlan, I bumped into my friend Julie Cooling of RIA Database at Schwab IMPACT. She graciously invited me to talk about the launch, which you can view by clicking the image above.
This video originally appeared on RIA channel.
Plancorp is thrilled to be included in Financial Planning’s annual RIA Leaders issue as #47 on their Top 150 Fee-Only RIAs (Registered Investment Advisor) List. Our continued placement on this list.
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We are very proud to announce two major awards for the Plancorp team.
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Daniel Lee, Senior Wealth Manager out of our Silicon Valley office recently contributed to an article on NerdWallet on why savings rates are so low and what to do about it. A excerpt can be found.
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Peter Lazaroff, Chief Investment Officer, first took an interest in investing when his grandmother gave him a single share of Nike stock for his 13th birthday. Today, nearly 20 years later, his investment insights are highly sought after by local and national media. More »
