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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

5 Questions People Don’t Ask Their Financial Advisor (But Should)

Working with a financial advisor is a great decision. Would you argue a serious case about a legal document in a court of law without an attorney? Would you opt to have surgery from someone who wasn’t trained as a medical professional with expertise in your specific area of concern?

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How an HSA Can Boost Your Retirement Savings

When it comes to picking a health insurance plan, the options can seem confusing. For years, I avoided my company’s high-deductible health insurance plan with a health savings account (HSA) because it felt scarier than simply paying the monthly premiums and predictable co-pays of a PPO plan.

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Peter Lazaroff is one of Investopedia's Top Advisors of 2019

Every year, Investopedia honors 100 financial advisors who are influencing the financial industry. 

We are excited to announce that Peter Lazaroff has been named one of Investopedia's Top Advisors of 2019 for the second year in a row. 

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