Peter Lauer
About Peter Lauer
Peter Lauer serves as a Partner and Managing Director at Creative Planning LLC, where he has worked since 2021. He has over a decade of experience in wealth management, previously holding a senior position at Charles Schwab and specializing in business succession planning and estate planning.
Work at Creative Planning
Peter Lauer currently serves as Partner and Managing Director at Creative Planning LLC, a position he has held since 2021. In this role, he provides comprehensive wealth management services, which include charitable planning and retirement plan consulting. His expertise encompasses business succession planning and risk management, allowing him to offer tailored solutions to clients in the Los Angeles Metropolitan Area.
Previous Experience at Charles Schwab
Before joining Creative Planning, Peter Lauer worked at Charles Schwab as a Senior Financial Consultant from 2002 to 2014. During his 12 years at Charles Schwab, he developed a strong foundation in financial consulting, which contributed to his extensive knowledge in wealth management and client relations.
Career at Creative Planning Inc.
Peter Lauer has a significant history with Creative Planning Inc., having served as Managing Director from 2014 to 2021 before his current role. His seven years in this position allowed him to deepen his expertise in wealth management and expand his client base in Los Angeles, California.
Education and Expertise
Peter Lauer earned a Bachelor of Arts (B.A.) in Economics from the University of Redlands, where he studied from 1994 to 1998. His educational background supports his specialization in business succession planning, risk management, and estate planning, including wills and trusts.