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Laura Rotter, CFA, CFP is the owner of True Abundance Advisors, a heart-centered, values-based financial planning firm based in New York. After a successful career managing money for institutional investors including Citicorp and Para Advisors, Laura discovered mindfulness practices and was drawn to guide professionals facing a big life change to achieve both financial security and life satisfaction. Since making her shift, she has been featured in CNBC, the Wall Street Journal, and Westchester Senior Voice, is on the advisory council of Impact100 Westchester, a women’s group giving organization, and volunteers with My Money Workshop, teaching financial literacy to underserved communities.

Laura Rotter spent almost 3 decades managing institutional investment portfolios on Wall Street in the 100's of millions of dollars to even over a billion dollars for firms including Citicorp and Para Advisors. She left that world after some changes in the industry and losing her spark to found True Abundance Advisors. This is a company which is centered around how you can manage your money and portfolio to support your life rather than the other way around.

You have a relationship with money based on events and circumstances from the moment you were born. How you tell your money story is a reflection of your values. In this episode, I’m joined by Laura Rotter – a heart-centered, values-based financial planner and the owner of True Abundance Advisors. Laura spent almost 30 years working for some of the largest institutional investors, such as Citicorp and Para Advisors. Today, Laura utilizes her mindfulness practices and helps professionals facing big life changes to achieve financial security and life satisfaction.

Each month we will be discussing all things related to seniors, their families and caregivers. In this segment, Laura Rotter, Financial Analyst and Certified Financial Planner, will be talking to us about how to plan financially before a move to Assisted Living.

I so enjoyed talking with Roshni Baronia on her Ace The Sales Podcast. We discussed how I built a financial life planning business, centered on helping professional women who are experiencing change use money as a tool to move forward with purpose.

Once upon a time, we worked for the same company for 40 years and retired with a gold watch at 65. We were expected to live another five years, financing this remaining time with a combination of social security and a pension from our employer. Well, times have changed!