Executives
Loading planner profile...
Laura Bereiter
President
CFP®, CPA, PFS™
White Oaks Wealth Advisors, Inc.5500 Wayzata Boulevard, Suite 290, Minneapolis, MN 55416
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Retirees or Seniors
Women & Female Leaders
Major Milestones I Specialize In
Retirement Planning
Sudden Wealth or Inheritance
Widowhood
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Most people do not think about their money until something forces them to. A job change. An inheritance. Equity compensation that suddenly vests. A retirement date that feels closer than it used to. I help people think more clearly about their financial life before, during, and after those moments arrive. As President of White Oaks Wealth Advisors, I work with individuals and families who have built real wealth and want a trusted partner to help them protect it, plan around it, and use it intentionally. My clients are often navigating complex situations: concentrated stock positions, equity compensation, retirement income planning, or multi-generational wealth decisions. My background is in tax compliance and consulting, which means I bring both the technical depth and the human judgment this work requires. I am a CPA, a CFP®, and a PFS™. Those credentials matter because they hold me to a standard. White Oaks is a fee-only firm. That means advice our firm provides is not influenced by commissions or product sales. It also means you partner directly with me and my team from day one. But what keeps clients with us for 15, 20, 25 years is simpler: we show up, we listen, and we help them make decisions with confidence.
Disclosures
Please note that any awards noted above may not be reflective of any one client’s experience and may not be indicative of future performance. You may review the award criteria and methodology here.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.