Peter Lauer

Mr. Peter C.
Lauer, III, is a Managing Director & Partner at Creative Planning LLC.
He has been in the financial planning and investment industry for over 25 years.
He works directly with clients to develop cohesive strategies that will meet their most complex financial goals and needs.
His comprehensive approach focuses first on a thorough understanding of each client’s specific situation.
That understanding helps develop truly customized plans in the areas of investment management, retirement income planning, tax, insurance, and estate planning, as well as business succession planning and charitable giving strategies.
Prior to joining Creative Planning, Mr. Lauer was a Vice President for a major national financial services company.
In this role, he was responsible for building financial plans and portfolios for his clients.
He graduated with a Bachelor of Arts degree in Economics from the University of Redlands.