I was named by Financial Advisor Magazine as a Young Advisor to Watch for my accomplishments in financial planning and investment advice. I contribute on a monthly basis to The Wall Street Journal and Forbes, while also authoring weekly insights at www.peterlazaroff.com. The article recognizes my dedication to the financial planning process that Plancorp offers its clients.
Within the article, I reference the team approach that is so critical to comprehensive financial planning. “Part of what attracted me to Plancorp was that it was a financial planning firm first. I honestly believe that one person can’t be an expert in all fields. Since Wealth Managers are paid salaries rather than commissions and nobody has their own ‘book of business,’ it allows Plancorp to build a custom team of advisors to meet each client’s specific needs.”
Congratulations to Peter on a well-deserved recognition.