Profile

Mrs. Laura Rotter, CFP®, CFA, MBA

Owner,
True Abundance Advisors

Contact Details

True Abundance Advisors
11 Winslow Road
White Plains, NY 10606
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Primary: 914.222.0832
Mobile: 9143936506
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Bio

I believe that when done right, financial planning provides the peace and calm that comes from knowing you are making well informed decisions and that your financial life is in order. As a private wealth advisor, I couple my many years of financial market experience with my passion to work with individuals to create alignment between their money, goals and values. Informed by my background as a yoga teacher, I bring conscious awareness to my advisory work by emphasizing Social Impact Investing to create positive change in the world. I look forward to asking the right questions, listening to your answers, and filling your need for financial advice that reflects your unique dreams and goals.

Professional Credentials/Designations

  • CFA
  • CFP®
  • MBA

Serving Clients Living In

  • NY

Engagements Offered

  • Limited/Project Retainers
  • One-Time Reviews
  • Open Retainers
  • Standalone Investment Management
  • Standalone Personal Coaching
  • Wealth Management

Education-College/University

  • Columbia University Barnard College

Education-Degree/Major

  • BA English

Education2-College/University

  • NYU Stern School of Business

Education2-Degree/Major

  • MBA, Finance

Personal Interests

  • Cat-owner
  • Community volunteering
  • Family
  • Health/Wellness
  • Meditation
  • Personal Growth
  • Singing
  • Skiing
  • Yoga/Pilates

Marital Status

  • Married/Domestic Partnership

Custodians Used

  • Schwab

DFA Advisor

  • Yes

Accepting New Clients

  • Yes

Offers Remote Appointments

  • Yes

Professional Associations

  • FPA
  • NAPFA
  • Other (please specify)

Other Associations

  • NYSSA, CFA Institute

Background

  • Fee-Only Planner (no commissions)

Job History

True Abundance Advisors
Financial Advisor
White Plains, NY, United States
February 2016 - present

Pell Weath Partners
Financial Advisor
Rye Brook, NY, United States
May 2014 - February 2016