Laura Bereiter
CPA, PFS™, CFP®
White Oaks Wealth Advisors
Director of Tax & Financial Planning
Laura Bereiter
CPA, PFS™, CFP®
White Oaks Wealth Advisors
Director of Tax & Financial Planning
As a financial advisor, I provide our clients with the tools and education to make informed decisions on the path towards reaching their life goals. I partner with our clients to build confidence, trust and respect to develop long-term, meaningful relationships. - Laura Bereiter, CPA, PFS™, CFP®
Fee-only financial advisor located in Minneapolis, MN, serving clients locally, in Sarasota, FL, and across the country
Laura Bereiter is a Minneapolis, MN fee-only financial advisor serving clients locally, in Sarasota, FL, and across the country. White Oaks Wealth Advisors provides comprehensive financial planning, investment management, and wealth management to help high net worth individuals and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Laura Bereiter is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice.
Laura Bereiter is the Director of Tax and Financial Planning at White Oaks and has been with the company since October 2015. Her career started in Deloitte’s Private Wealth practice in Minneapolis, where she focused on tax compliance and consulting engagements for high net worth individuals and families.
Laura holds a Bachelor of Science in Business degree with a Major in Accounting and a Master of Accountancy degree, both from the University of Minnesota. She received her CPA certification in 2011, her CERTIFIED FINANCIAL PLANNER™ certification in 2016 and her Personal Financial Specialist™ certification in 2019. Laura is also a member of NAPFA, a fee-only fiduciary professional association with the most rigorous continuing education requirements in the industry.
She was named as a Five Star Wealth Management Professional in 2020 and has appeared in TV and radio segments on Kare 11 and WCCO. She has been quoted on CNBC.com, Acorns, InvestmentNews, Financial Advisor and ThinkAdvisor. With the Minnesota Society of CPAs, Laura serves as a spokesperson in the local media and also as a member of the conformity taskforce to offer guidance related to the differences between federal and Minnesota tax legislation.
Laura joined the board of East Side Neighborhood Services in 2020 and serves as the board’s Treasurer.
Laura grew up in Chanhassen, Minnesota, and currently lives in St. Louis Park with her husband, son, and yellow lab. When she’s not serving clients, Laura enjoys supporting Gopher athletics, discovering new breweries, and traveling with friends and family.
*Please note that any awards noted above may not be reflective of any one client’s experience and may not be indicative of future performance. You may review the award criteria and methodology here.
Laura Bereiter is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
The White Oaks family has more than 100 years of combined experience, and our CEO, Sharon Bloodworth, is a trailblazer in the financial industry. Leading one of the largest 100% woman-owned registered investment advisory firms in Minnesota and Florida, Sharon has a seasoned investment background and has built an excellent team of professionals with gold standard credentials and huge hearts. We are independent and free from the sales and growth agendas of large firms. Not only are we required, as fiduciaries, to put our clients first — we care for our clients like family.
White Oaks was established in 1986 by retired founder Bob Klosterman, who had a mission to simplify the complexities of wealth. To achieve that goal, he helped build a team that works from an unbiased lens and will always operate with your best interests in mind. Today, Sharon ensures that the White Oaks team is continually striving to improve our services by remaining up-to-speed on important market changes and the latest tools for becoming more financially secure. We love our work helping clients pursue a life well-invested.
We are currently accepting new clients with investment assets of $2M or more.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Tax Optimization
- Equity Compensation
- Retirement Modeling
- Savings Strategies
- Wealth Transfer Planning
Ideal Clients
- Corporate Executives
- Business Owners
- Retirees and Near Retirees
- Widows and Widowers
- Woman Investors
Working Together
- Complimentary 'Meet White Oaks' Consultation
- In Person Meetings - MN and FL
- Virtual Meetings
Professional Designations & Affiliations
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Laura Bereiter is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Laura Bereiter is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Laura Bereiter is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Laura Bereiter is a Personal Financial Specialist (PFS)The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
Contact Laura Bereiter
Office Locations:
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5500 Wayzata Boulevard
Suite 1035
Minneapolis, MN 55416 -
1717 2nd Street
Suite C
Sarasota, FL 34236
