Stop Wasting Time: Automate Client Onboarding and Boost Efficiency with PreciseFP

Laura Rotter, CFA, MBA, CFP™, is the founder of True Abundance Advisors, a fiduciary, fee-only financial planning firm specializing in helping professionals in mid-life achieve both financial security and life satisfaction.   With 30 years of experience managing money for institutional investors such as Citicorp and Para Advisors, Laura's perspective on abundance evolved. As she reassessed her own financial landscape, she realized that true abundance wasn’t just about accumulating wealth, but about using wealth to enhance the life she values. This shift in mindset—from “I must use my life to make money” to “I can use my money to make a life”—has been central to her financial planning philosophy.  Passionate about guiding clients towards decisions that align with their values as they approach retirement, Laura integrates financial security with a fulfilling life in her planning process.   In addition to her role as a financial life planner, Laura serves on the Advisory Council of Impact100 Westchester, a women's collective giving organization in Westchester County, and volunteers with Savvy Ladies. She also teaches financial literacy through My Money Workshop.  True Abundance Advisors is based in White Plains, New York, with a satellite office in New York City, and serves clients across the United States.

Delighted to be a part of the PreciseFP family since 2023, Nora Gallegos is the Financial Planning Content Thought Leader. Armed with a journalism degree and a master’s in business, she has spent over a decade in financial technology, dedicated to helping financial advisors with practice management and technology best practices. At PreciseFP, she orchestrates webinars, nurtures partnerships, fosters our Skool community, and refines marketing materials. In addition to pursuing her CFP certification, she embraces the joys of motherhood with her three little ones, always accompanied by a cup of coffee.