Work with us.

Author: Plancorp team

Daniel Lee Wins UC Berkeley Teacher of the Year Award

Congratulations to Daniel Lee on receiving the UC Berkeley Extension “Tim Kochis Award for Teaching Excellence.” Daniel, the lead wealth manager of our Bay Area office, teaches several Financial Planning classes and also serves on the school’s advisory board. Read more…

Peter Lazaroff’s New Book, "Making Money Simple"

We’re thrilled to announce the release of Peter Lazaroff’s new book, Making Money Simple. A prolific writer and our Co-Chief Investment Officer, Peter has built a national reputation as an educator due to his ability to simplify complex financial topics into easily digestible lessons. In addition Read more…

Staying the Course in Turbulent Times: Apollo Lupescu

Thanks to all who attended Plancorp’s client appreciation event on March 13th 2019. We were thrilled to welcome Apollo Lupescu, Vice President at Dimensional, to discuss “staying the course in turbulent times.” Read more…

Should I Invest in a Traditional or a Roth IRA?

This is a guest blog post by Jeff Clark, Head of Client Success at BrightPlan, our sister company. When funded early and consistently, an Individual Retirement Account (IRA) can be a cornerstone of retirement planning. By combining the magic of compounding, a long time for growth, and shelter from Read more…

Five Star Professional: 2018 Winners

The Five Star Wealth Manager and Five Star Investment Professional awards recognize professionals in the financial services industry who are committed to excellence. The organization conducts market research to define and promote professional excellence in the professions we serve. Five Star Read more…

St. Louis Business Journal: Larry LeGrand Named SSM Health Board Chair

With more than 35 years of experience in personal finance and corporate income tax planning, Larry LeGrand is Plancorp’s go-to expert on everything tax-related. He was recently named the new chair of SSM Health, succeeding David Cosby who completed his term as chair at the end of 2017. Below is an Read more…

Advisory HQ: Plancorp Named Among “Top 9 Best Financial Advisors in St. Louis”

Plancorp has been named to the list of “Top 9 Best Financial Advisors in St. Louis” for the third year in a row. The publication highlights our Women’s Initiative, “InspireHer,” which promotes financial literacy for our clients and women of the community. To learn more about the InpsireHer Read more…

Why We’re CEFEX-Certified Fiduciaries

  Read more…

The Plancorp Difference

  Read more…

Benefits of Having a CEFEX-Certified Advisor

  Read more…

1 2 3 4 5

Get Our Insights

Emails with the latest financial tips & insights.

No spam. Unsubscribe anytime.