Laura Bereiter, CFP^®

CPA, PFS™,

Director of Tax and Financial Planning

White Oaks Wealth Advisors, Inc.

5500 Wayzata Boulevard, Suite 1035
Minneapolis, MN 55416

(612) 455-6909 CONNECT WITH Laura

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$2,000,000

General

Laura Bereiter is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at White Oaks Wealth Advisors, Inc. in Minneapolis, MN and the surrounding communities.

Financial Advisor Overview

The White Oaks family has more than 100 years of combined experience, and our CEO, Sharon Bloodworth, is a trailblazer in the financial industry. Leading one of the largest 100% woman-owned registered investment advisory firms in Minnesota and Florida, Sharon has a seasoned investment background and has built an excellent team of professionals with gold standard credentials and huge hearts. We are independent and free from the sales and growth agendas of large firms. Not only are we required, as fiduciaries, to put our clients first — we care for our clients like family.

Financial Advisor Experience

Laura Bereiter is the Director of Tax and Financial Planning at White Oaks and has been with the company since October 2015. Her career started in Deloitte’s Private Wealth practice in Minneapolis, where she focused on tax compliance and consulting engagements for high net worth individuals and families. Laura holds a Bachelor of Science in Business degree with a Major in Accounting and a Master of Accountancy degree, both from the University of Minnesota. She received her CPA certification in 2011, her CERTIFIED FINANCIAL PLANNER™ certification in 2016 and her Personal Financial Specialist™ certification in 2019. Laura is also a member of NAPFA, a fee-only fiduciary professional association with the most rigorous continuing education requirements in the industry. She was named as a Five Star Wealth Management Professional in 2020 and has appeared in TV and radio segments on Kare 11 and WCCO. She has been quoted on CNBC.com, Acorns, InvestmentNews, Financial Advisor and ThinkAdvisor. With the Minnesota Society of CPAs, Laura serves as a spokesperson in the local media and also as a member of the conformity taskforce to offer guidance related to the differences between federal and Minnesota tax legislation. Laura joined the board of East Side Neighborhood Services in 2020 and serves as the board’s Treasurer. Laura grew up in Chanhassen, Minnesota, and currently lives in St. Louis Park with her husband, son, and yellow lab. When she’s not serving clients, Laura enjoys supporting Gopher athletics, discovering new breweries, and traveling with friends and family.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

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.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Succession Planning, Sudden Wealth, Special Needs, Personal Taxes, Women's Finances