Remove B2B Remove Ethics Remove Investing Remove Risk Management
article thumbnail

41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

As a CFP® professional and CFP® Board Ambassador, Marguerita also helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. Peter Lazaroff is the Chief Investment Officer at Plancorp, which currently manages over $5.5 Learn more​​ about Marguerita on LinkedIn. Peter Lazaroff.