Financial Planners

Retirement Plan Advisors

Institutional Asset Management

Peter Lazaroff

CFA, CFP®

Co-Chief Investment Officer

Peter Lazaroff

CFA, CFP®

Co-Chief Investment Officer

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

Investment Management vs. Wealth Management: Which Is Right for You?

Investment Management vs. Wealth Management: Which Is Right for You?

If you're overwhelmed by the prospect of financial planning, you're not alone. This world of stocks, bonds, trusts, assets, risks, and returns can be daunting.

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Alzheimer's Disease: What I Wish I Knew About Caring for a Loved One

Alzheimer's Disease: What I Wish I Knew About Caring for a Loved One

My Mamo (grandmother) is no taller than 5’ tall. She has 11 children (4 girls and 7 boys) and over 50 grandchildren/great-grandchildren and counting… She is loved by so many and is the pillar of her family. Yet, she wouldn’t tell you any of this. She has Alzheimer’s Disease, and doesn’t recognize most of us anymore.

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Financial Planning: Dr. Bob on 'How to Help Clients Navigate the Medicare Maze

Financial Planning: Dr. Bob on 'How to Help Clients Navigate the Medicare Maze"

Dr. Bob recently joined Charles Paikert from Financial Planning to discuss best practices when it comes to Medicare options. With 25 years of experience as an orthopedic surgeon and a second career as a Financial Advisor, Dr. Bob brings a unique prospective based on his experiences.

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