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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, 2007

Insights

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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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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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