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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

What's Your Relationship Status with Money?

Single, committed or complicated, we're all in relationships with our money. And what better time to evaluate the status of that relationship than Valentine’s Day?

Like in romantic relationships, the hallmarks of a good relationship with your finances include emotional maturity, commitment and trust. Consider the signs of a healthy relationship below. How does the future look for you and your money?

Read More
We Opened a New Office in San Jose

On behalf of Plancorp, I am thrilled to announce that we have opened a new office in San Jose, California. This is an exciting development for us and helps us better serve current and future clients in the San Francisco Bay area. Our San Jose office will be located in the same building as, BrightPlan, which we believe will continue to foster synergies between our teams.

Read More

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