Financial Planners

Retirement Plan Advisors

Institutional Asset Management

Peter Lazaroff

CFA, CFP®

Co-Chief Investment Officer, Wealth Manager

Peter Lazaroff

CFA, CFP®

Co-Chief Investment Officer, Wealth Manager

Biography

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.

Awards and recognitions

Investopedia’s Top 100 Advisors (2018)
Financial Advisor Magazine’s Young Advisors to Watch (2017)
St. Louis Business Journal’s 30 Under 30 (2013)
Five Star Wealth Manager (2013-2018)

Community Involvement

Boys & Girls Clubs of Greater St. Louis, Board of Directors (2013 – present)
Sheldon Arts Foundation, Board of Directors (2014 – present)
United Way, Chair of Allocations Panel (2010 – 2015)
City Academy, Committee Member (2010 – present)

Education

Certified Financial Planner (CFP®), 2013
Chartered Financial Analyst (CFA), 2012
DePauw University, B.A. Economics and Management, 2003

Insights

How Much Money to Put in Your Emergency Fund

How Much Money to Put in Your Emergency Fund

Emergency funds. Everyone has heard of them, and most of us know we need to have cash ready for unexpected expenses. But what many do not know is how much money they, specifically, should set aside.

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The Top Five Benefits of Investing in a 401(k)

The Top Five Benefits of Investing in a 401(k)

On average, Social Security replaces around 40% of income for retirees, and even less for high earners. So unless you’ve got a cushy pension lined up, that means the majority of your retirement income will be a result of your own planning and investing. Enter the glory of the 401(k).

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Behind Kathy Lambert's 'Connections to Success'

Behind Kathy Lambert's 'Connections to Success'

Kathy Lambert, Co-Founder and CEO, opened Dress for Success Midwest in 1998 after reading an article about Dress for Success (DfS), New York. The article explained how DfS provided interview appropriate attire to women in disadvantaged situations, helping them be on the same playing field as other candidates. Understanding the need for this service locally, Kathy opened the first DfS affiliate in the St. Louis region. Here is here story.

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