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Financial Planners

Ben Schwartz

CFP®, AIF®

Wealth Manager

Ben Schwartz

CFP®, AIF®

Wealth Manager

Biography

Ben brought with him several years of experience in investment management and financial planning when he arrived at Plancorp in 2013. Ben’s immersion in the industry gives him the insight necessary to determine customized and thoughtful solutions for each of his clients.

Born in Denmark, Ben was raised primarily in North Carolina after his family moved to the U.S. at the age of 4. He graduated Cum Laude from NC State University. Not long after graduation, he met his now-wife Megan while living in Charlotte, and the two of them eventually migrated to her home town of St. Louis.

In his free time, Ben enjoys traveling, exercising and eating good food. He also has a strong passion and a deep knowledge of a variety of genres of music.

Awards and recognitions
  • Quoted in the Wall Street Journal and U.S. News & World Report
  • Secretary of Plancorp’s Financial Planning Committee.
Community Involvement
  • Advisory Board – Youth & Family Services
Education
  • North Carolina State University, Business Management

Insights

Jessica Kerckhoff's Kids Yoga United

Give a brief overview of your organization.

Kids Yoga United is an organization I founded recently in St. Louis. Our mission is to spread yoga to children throughout the St. Louis area regardless of their ability to pay. We have a Foundations program which is a 6 week program for the schools. Throughout the sessions, we teach themed yoga classes with lessons on mindfulness, self-confidence, kindness, and tolerance. 

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How to Instill Smart Money Values in Your Kids

By the time most of us walked across our high school graduation stages, we could recite the Pythagorean Theorem, name all 50 state capitals and identify the different layers of the earth. But how many could do their own taxes or identify their credit score?

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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 to running a nationally recognized blog, Peter regularly publishes articles with Forbes and The Wall Street Journal.

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