Daniel Lee and Peter Lazaroff on Optimizing Retirement and Investment Strategies | Peter Lazaroff, CIO, Plancorp LLC. 00:10:00
Daniel Lee, CFA, CFP®, Senior Wealth Manager, and Peter Lazaroff, CFA, CFP®, Chief Investment Officer, share their expertise in retirement and investment strategies. Daniel, leading Plancorp's Silicon Valley office, specializes in optimizing complex retirement and equity compensation plans while also researching socially responsible investing. Peter, known for simplifying complex issues, develops and communicates Plancorp's investment strategy and contributes to The Wall Street Journal and Forbes.