Episode 30:

Immediately after graduating from college, I began working for an independent advisory firm where I studied to become a Chartered Financial Analyst charter holder (CFA) and Certified Financial Planner (CFP®). I was learning so much on a daily basis that I began taking detailed notes to absorb and retain the information.

Over time, bullet points turned to sentences and sentences turned to paragraphs.
In 2010, I launched an e-newsletter with the goal of educating people about investing and financial planning. That initial email went out to 34 people. Today, my e-newsletter has over 3,000 subscribers. My writing platform expanded when I began regularly contributing to Forbes in 2016 and The Wall Street Journal in 2017. In 2018, I signed a book deal with Wiley & Sons to write a book about turning career success into financial success.

Today I’m the Co-Chief Investment Officer at Plancorp, which manages over $4 billion of client assets as of December 31, 2018. I’m also the Co-Chief Investment Officer of a digital advisor called BrightPlan that emphasizes financial planning and is the first digital advisor to be a certified fiduciary by the Centre For Fiduciary Excellence (CEFEX).

What You Will Learn:

  • How getting Nike stock from his grandmother at just 12 years old piqued Peter’s interest in investing and where that led him
  • What Peter does to help people invest and plan for retirement as they juggle busy professional lives
  • Why having a financial advisor is like having a professional lawnmower and the importance of hiring the right people
  • The market’s volatility and how to plan for market corrections (they aren’t as bad as you think!)
  • Variations in investing and markets across the states and strategies for investment during recessions
  • Peter’s forecast for the future in investing and advice for keeping a positive mindset
  • The meaning of wealth to Peter and his “why” for investing, building wealth, and helping others

Additional Resources from Peter Lazaroff:

Additional Resources from Gary Wilson:


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