Laura Rotter, CFA, CFP® True Abundance Advisors

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About Laura Rotter, CFA, CFP®

Laura I. Rotter, CFA, CFP is the founder of True Abundance Advisors, a fee-only financial life planning firm. Laura runs a unique firm built on the belief that true abundance comes when we create meaning with our money. Her meetings are a safe space for her clients to explore what they value and what gives them a sense of meaning and purpose. Together, they develop and implement a plan that broadens the concept of “investing” beyond financial assets to another scarce resource: time.

Laura had a successful career on Wall Street, managing money for institutional investors, including Citicorp and Para Advisors. Her definition of abundance shifted, and she realized that she was using her life to make money, rather than using her money to make a life. She is drawn to work with others navigating a big life transition, and who are seeking purpose in their lives.

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Ideal Clients

  • Baby Boomers
  • Career Changers
  • Women in Transition
  • Work/Life Balance

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee

Fee Options

  • Monthly fee: $417+/mo
  • Quarterly fee: $1,250+/qr

SEC Records

States Registered

  • New York

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