CFA, CFP®
Chief Investment Officer
Email: peter@plancorp.com | Phone: (636) 532-7824 | Connect on Linkedin
Meet With Peter Take Financial AssessmentCFA, CFP®
Chief Investment Officer
Email: peter@plancorp.com
Phone: (636) 532-7824
Connect on Linkedin
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. He became Chief Investment Officer in 2020.
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.
St. Louis, MO | Nashville, TN | Sarasota, FL | San Jose, CA
Direct: 636-532-7824 | Toll Free: 888-220-1163
info@plancorp.com