CFP®, CFA, MBA
True Abundance Advisors
Fee-Only Financial Planner located in White Plains, NY and serving clients locally (including New York City) and across the country
I am Laura Rotter, CFA, MBA, CFP™ and founder of True Abundance Advisors, a fiduciary, fee-only financial planning firm. After 30 years of successfully managing money for institutional investors, I found myself bored and uninspired. I questioned whether my profession aligned with my values. I realized I needed to do the work of clarifying my priorities and aspirations, financial and otherwise. After completing a yoga teacher training and establishing a daily meditation practice, my mindset changed from “I must use my life to make money,” to “I can use my money to make a life,” This shift initiated a wealth of abundance in my own life. I became a CERTIFIED FINANCIAL PLANNER™ and established True Abundance Advisors to share these lessons with you.
As a fiduciary, I work on behalf of your interests only. My compensation is based solely on the advice I provide. I will never sell you a product other than holistic financial planning, nor will I take a commission or a referral fee from any other professional. I am committed to providing objective, unbiased advice at all times.
Laura Rotter is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s 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
I work with clients from all walks of life, with a variety of financial goals. They may be single or married, with or without dependents, saving for their children’s education, or for retirement. They may be navigating a life transition, such as birth of their first child, loss of a job, or divorce from a spouse. What unifies them all are their dreams, and the recognition that money is a means to help fund these dreams.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Laura Rotter is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Laura Rotter is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Laura Rotter is a Member of the Alliance of Comprehensive Planners (ACP)
Alliance of Comprehensive Planners (ACP) is the community of tax-focused financial planners that operate under the retainer model. Passionately dedicated to superb client service, ACP planners’ only source of income is client retainer fees – not commissions. With an ACP planner, you can be confident you’re getting experience, knowledge, research, and most importantly, advice that is tailored just for you.
Laura Rotter is a CFA® charterholder
A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis.
True Abundance Advisors has access to Dimensional Funds
The Dimensional approach focuses on academic research that isolates the factors that tend to outperform the broad market over long time periods and the risk characteristics that can be eliminated from a portfolio. While indexes are simply measures of an asset class, DFA funds aim to efficiently capture the excess returns of an asset class without taking uncompensated risk—and at a low cost.
Contact Laura Rotter
11 Winslow Road
White Plains, NY 10606