Peter Lazaroff

Chief Investment Officer at Plancorp

Speaker

Peter Lazaroff, CFA, CFP®, is Chief Investment Officer at Plancorp, a national RIA with $10 billion in assets under manager, where he chairs the investment committee and oversees the development and implementation of investment policies. As the firm’s senior investment leader, he is responsible for guiding Plancorp’s investment philosophy, portfolio strategy, and broader strategic direction.

He is the host of The Long Term Investor podcast, author of Making Money Simple, and author of the forthcoming book The Perfect Portfolio, available September 2026. With over nearly two decades in the profession, Peter has built a national reputation as an educator with a rare ability to simplify complex financial matters. His work has appeared in The Wall Street Journal, Forbes, Investopedia, and the Journal of Financial Planning, and he has served on numerous industry advisory boards.