RIA Channel: Peter Lazaroff on Democratizing Financial Planning Advice

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 Peter Lazaroff By: Peter Lazaroff

RIA Channel

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.

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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 »

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