True Abundance Advisors
Laura Rotter is a 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, she found herself bored and uninspired. She questioned whether her profession aligned with her values. She realized she needed to do the work of clarifying her priorities and aspirations, financial and otherwise. After completing a yoga teacher training and establishing a daily meditation practice, her 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 her own life. She became a CERTIFIED FINANCIAL PLANNER™ and established True Abundance Advisors to share these lessons with clients.
Informed by her background as a yoga teacher, Laura brings conscious awareness to her advisory work by emphasizing Social Impact Investing to create positive change in the world. She looks forward to asking the right questions, listening to her clients' answers, and filling their need for financial advice that reflects their unique dreams and goals.
As a fiduciary, Laura works on behalf of her clients interests only. Her compensation is based solely on the advice she provides. She will never sell her clients a product other than holistic financial planning, nor will she take a commission or a referral fee from any other professional. She is committed to providing objective, unbiased advice at all times.
MBA, Finance, New York University
BA, English, Barnard College