Laura Rotter

CFP®, CFA, MBA

True Abundance Advisors

Financial Advisor

Laura Rotter

CFP®, CFA, MBA

True Abundance Advisors

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Laura Rotter, CFP®, CFA, MBA

Fee-Only Financial Planner located in White Plains, NY and serving clients locally (including New York City) and across the country

Laura Rotter is a White Plains, NY fee-only financial planner. True Abundance Advisors provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Laura Rotter is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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 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

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.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Laura Rotter is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® 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.

  • National Association of Personal Financial Advisors (NAPFA)
    Laura Rotter is a NAPFA-Registered Financial Advisor

    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.

  • XY Planning Network
    Laura Rotter is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Financial Planning Association
    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.

  • Alliance of Comprehensive Planners
    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.

  • CFA - Chartered Financial Analyst
    Laura Rotter is a CFA® charterholder

    A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute. A CFA designation is a badge of distinction. It represents a deep knowledge of all things investing, a commitment to ethics, and a passion for always putting investors first. All of which make members unparalleled professionals who are fully engaged in raising the standards of the investment management industry.

  • Dimensional Funds
    True Abundance Advisors has access to Dimensional Funds

    Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies.

Contact Laura Rotter

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Office Locations:

  • 500 Mamaroneck Avenue
    Suite 320
    Harrison, NY 10528

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