Laura Rotter, CFA, CFP™
I am Laura Rotter, the founder of True Abundance Advisors. We are a fee-only financial planning firm in Westchester County, New York for mid-life professional women.
After 30 years of successfully managing money for institutional investors including Citicorp and Para Advisors, I found my definition of abundance shifting. As I reviewed my own financial landscape, I realized that abundance wasn't just about accumulating more wealth, but about employing my wealth to do the things I most valued. My mindset changed from “I must use my life to make money,” to “I can use my money to make a life.” This experience helps me empathize with many of my clients.
I'm a financial life planner, which means I don't just look at your portfolio. I look at your whole life — your values, your fears, your vision for what comes next — and help you make financial decisions that bring those two worlds into alignment.
Outside of my work as a financial planner for mid-career professionals, I serve on the Advisory Council of Impact100 Westchester, lead workshops for Invest For Better and am on the board of the Alliance of Comprehensive Planners.
Credentials:
- Holds CFA® designation
- Holds CFP® designation
- Member, NAPFA
- Member, XYPN
- Member, ACP
- Member, Fee Only Network
True Abundance Advisors is based in White Plains, New York with a satellite office in New York City, and works with clients across the U.S.
Kathy Alvare joined True Abundance Advisors in 2024 but has been working in finance and supporting financial advisers since 2002. She graduated from the University of Central Florida with a B.A. in Organizational Communication and later earned her certification from the College of Financial Planning as a Financial Paraplanner Qualified Professional (FPQP®).
She assists the firm and its clients in her role as a paraplanner and ensures timely follow through on a range of planning and operations tasks. In her free time, Kathy enjoys playing tennis, going to the beach, camping, reading and spending time with family & friends.
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