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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

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