I am Laura Rotter, CFA, MBA, CFP™ and founder of True Abundance Advisors, a fiduciary, fee-only financial planning firm located in White Plains, New York with a satellite office in New York City. I help people both locally, as well as across the country.
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,” I am passionate about sharing my financial planning process, which guides my clients toward decisions that integrate the attainment of both financial security AND life satisfaction as they near retirement.
In addition to my work as a financial life planner, I serve on the Advisory Council of Impact100 Westchester, a women's collective giving organization engaging women in philathropy in Westchester County.