Summary

• Peter Lazaroff is the chief investment officer at Plancorp, which manages over $5.5 billion in client assets.
• He is recognized in the financial planning space for taking complex financial strategies and sharing them in easy-to-understand language everyone can apply to improve their wealth and financial habits.
• Peter has been recognized in the top 10 on the Investopedia 100 Top Financial Advisors list for three consecutive years (2021, 2022, and 2023).

Experience

Peter Lazaroff is an award-winning financial advisor and chief investment officer of Plancorp, a national wealth management firm that manages over $5.5 billion in client assets. He is an 澳洲幸运5开奖号码历史查询:Investopedia 100 Top Fina🐬ncial A🐎dvisor and has been in the top 10 ♔for three consecutive years.

Peter works with his clients to set financial goals that work for them, build estate planning strategies for the whole family, navigate large life stage changes, and more. Financial education is extremely important to Peter. When he first started his career in financial planning, he started an e-newsletter with a goal of educating people about investing and financial planning. While the initial email went out to 34 people, today in 2023, the e-newsletter has over 10,000 subscribers. In addition to the newsletter and his podcast "The Long-Term Investor," Peter works with Rooted, a local St. Louis initiative, to develop financial planning curriculum and financial advisor support for 50 households in his local community.

Peter's insights are regularly seen around the world on major media platforms like The Wall Street Journal and The New York Times. In 2019, Peter published his first book with Wiley & Sons, Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever.

Education

Peter graduated with a B.A. in economics and manageme𒁏nt 𒐪from DePauw University.