Events

Live Q&A: Virtual Office Hours

When: July 13, 2020 | 12:00PM CT

Location: Webinar

Presenters: Brian King, C.P.A., CFP®, Peter Lazaroff, CFA, CFP®

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Brian King, C.P.A., CFP®
Brian King, C.P.A., CFP® Brian King, C.P.A., CFP®

Chief Planning Officer

Brian joined the Plancorp team as a Wealth Manager in 2008. By 2010, he had worked his way to become Director of Wealth Management, and in 2017 became our Chief Planning Officer.

Originally from Springfield, Illinois, Brian moved to St. Louis in 1998 to attend Saint Louis University. After graduation, he began his career at PricewaterhouseCoopers, LLP, where he provided advanced income tax and estate planning services to high net worth families and corporate executives.

He brings that experience to Plancorp’s family office practice, where he helps families understand, grow and preserve their wealth.Outside of work and community involvement, he enjoys cooking (he’s still learning), hiking and reading. Nowadays Brian and his wife, Anna, spend most of their time sprinting after their two young sons.

Peter Lazaroff, CFA, CFP®
Peter Lazaroff, CFA, CFP® Peter Lazaroff, CFA, CFP®

Co-Chief Investment Officer

Peter joined Plancorp in 2015 as a Wealth Manager. In 2017, Peter became Plancorp’s Co-Chief Investment Officer as well as an owner of the firm.

Throughout his career, Peter has built a reputation as an educator, and our clients appreciate his ability to simplify complex issues. While Peter spends most of his time developing and communicating Plancorp’s investment strategy, he also writes regularly for The Wall Street Journal and Forbes. In 2019, Wiley & Son’s will be publishing his first book titled Making Money Simple.

Peter and his wife, Ann, have two sons. When he has free time, he enjoys reading, traveling, swimming, and watching baseball.

Investment Office Hours with Plancorp's Co-Chief Investment Officer

When: July 21, 2020 | 12:00PM-1:00PM CT

Location: Webinar

Presenters: Peter Lazaroff, CFA, CFP®

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Peter Lazaroff, CFA, CFP®
Peter Lazaroff, CFA, CFP® Peter Lazaroff, CFA, CFP®

Co-Chief Investment Officer

Peter joined Plancorp in 2015 as a Wealth Manager. In 2017, Peter became Plancorp’s Co-Chief Investment Officer as well as an owner of the firm.

Throughout his career, Peter has built a reputation as an educator, and our clients appreciate his ability to simplify complex issues. While Peter spends most of his time developing and communicating Plancorp’s investment strategy, he also writes regularly for The Wall Street Journal and Forbes. In 2019, Wiley & Son’s will be publishing his first book titled Making Money Simple.

Peter and his wife, Ann, have two sons. When he has free time, he enjoys reading, traveling, swimming, and watching baseball.

5 Money Moves to Consider

When: June 24, 2020 | 2:00PM-3:00PM

Location: Webinar

Presenters: Daniel Lee, CFP®, CFA

Daniel Lee, CFP®, CFA Daniel Lee, CFP®, CFA

Senior Wealth Manager

Daniel joined Plancorp in 2019 after spending over a decade with a local Bay Area firm. He leads our Silicon Valley office and specializes in helping busy professionals optimize complex retirement and equity compensation plans. Daniel also researches socially and environmentally responsible investing for the firm.

Daniel earned a BS in Economics and Biopsychology from the University of Michigan and completed the UC Berkeley Extension Personal Financial Planning program. He is an award winning instructor at the UC Berkeley Extension program and also serves on their Advisory Board.

In his free time, Daniel stays active by playing basketball, golfing, and traveling to spend time with family and friends. He is a devoted fan of his Michigan Wolverines football and basketball teams.

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Plancorp's top priority remains safeguarding the health of our clients and employees. During this time, we will continue a work-from-home policy to support our clients. If you have any questions, please reach out to your primary Plancorp contact or call (636) 532-7824. Read our updated COVID-19 response.