St. Louis, MO
Peter Lazaroff
CFA, CFP®
Chief Investment Officer
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About Me
Peter joined Plancorp in 2015 as Director of Investment Research. He became a shareholder of the firm in 2017 and Chief Investment Officer in 2020. As chair of the Investment Committee, Peter is responsible for overseeing the development, implementation, and communication of investment strategy.
Throughout his career, Peter has built a reputation as an educator, and our clients appreciate his ability to simplify complex issues. This reputation has been nationally recognized by a variety of independent parties, including Investopedia who has named Peter among the Top 10 US Financial Advisors for each of the last three years.
While he spends most of his time developing and communicating our investment strategy, Peter also hosts a top-ranked podcast called The Long-Term Investor and is the author of Making Money Simple. He also is the co-founder of The Retirement Podcast Network.
Awards & Recognitions
- Investopedia's Top 100 Advisors (2018-2023)
- Five Star Wealth Manager (2013-2023)
Community Involvement
- Boys & Girls Clubs of Greater St. Louis, Board of Directors (2013-2022)
- Rooter (2021 - present)
- Sheldon Arts Foundation, Board of Directors (2014-2021)
- City Academy, Committee Member (2010-2020)
- United Way, Chair of Allocations Panel (2010-2015)
Education
- CERTIFIED FINANCIAL PLANNER®, 2013
- Chartered Financial Analyst (CFA), 2012
- DePauw University, B.A. Economics and Management, 2007
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- Personal & Business Solutions
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- Early Retirement Guide
- Equity Compensation Guide
- Estate Planning Guide
- Employee Stock Purchase Plan (ESPP) Guide
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- Invest by Age Series
- Glossary of Financial Terms
- Client Guide
- What to Expect During an Advisor Transition
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