Becoming a Sage: A Conversation with Laura Rotter
Becoming a Sage with Dr. Jann Freed
English - February 28, 2024 20:47 - 28 minutes - 64.9 MB - ★★★★★ - 2 ratingsCareers Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Becoming a Sage: A Conversation with Pam Maxson, PhD
Next Episode: Becoming a Sage: A Conversation with Meg Wheatley
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, The New York Times, and Westchester Senior Voice. She 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.