Author: Peter Lazaroff

Peter Lazaroff is the Co-Chief Investment Officer at Plancorp, where he plays a key role in developing and communicating the firm’s investment strategy. With over $3.6 billion in AUM, Plancorp helps people get their etnire financial house in order and keep it that way forever by engaging in comprehensive financial planning. To learn more, visit www.plancorp.com. Peter is a contributor for The Wall Street Journal, Forbes, CNBC and CFA Institute’s Enterprising Investor. His commentary has been featured across a wide spectrum of media sources including Print (Wall Street Journal, New York Times, Barron’s, MarketWatch, CNN Money, US News, etc) and TV (local Fox and NBC affiliates).

Podcast: Democratizing Financial Advice

On By Peter LazaroffIn In The News, Investing, Personal FinanceLeave a comment

A big thanks to George Grombacher for having me as a guest on his podcast Money Savage.

I’ve only done a handful of podcasts, so it was exciting for me to share some of my personal story as well as the many ways BrightPlan is seeking to democratize financial planning and investment advice.

You can listen to the podcast below or by downloading on iTunes, Google Play or Stitcher.

Related Articles:

Plancorp and BrightPlan Featured in Financial Advisor Magazine

On By Peter LazaroffIn In The News1 Comment

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The Plancorp and BrightPlan alliance is grabbing more people’s attention. This month, Financial Advisor Magazine made our partnership the cover story of their latest issue. (Yes, that’s me on the cover!)

You may have noticed my mentions of BrightPlan the past several months (see here and here), but this story goes much deeper into how we are democratizing high-quality financial planning and investment advice.

Check out the full story here.