As a financial planner, I provide our clients with the tools and education to make informed decisions on the path towards reaching their life goals. I partner with our clients to build confidence, trust and respect and develop long-term, meaningful relationships.
Laura Bereiter joined White Oaks Wealth Advisors in October 2015 as a Financial Advisor and Senior Tax Associate. She was promoted to Director of Tax and Financial Planning in May 2019.
Laura graduated from the University of Minnesota with an undergraduate degree in accounting and immediately pursued her Master of Accountancy degree. Prior to joining White Oaks, Laura spent several years at Deloitte, where she focused on tax compliance and consulting engagements for high net worth individuals and families. Her role in Deloitte’s Private Wealth practice allowed her a variety of experiences, including individual, trust, estate, gift and flow-through entity compliance and planning projects as well as rotations to the Deloitte offices in India and Hong Kong. Laura received her CPA certification in 2011, her CERTIFIED FINANCIAL PLANNER™ certification in 2016, and her Personal Financial Specialist™ certification in 2019.
She is a member of the American Institute of Certified Public Accountants, the Minnesota Society of CPAs, and the Financial Planning Association of Minnesota. 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 grew up in Chanhassen, Minnesota, and currently lives in St. Louis Park with her husband, Dan, and yellow lab, Gus. When she’s not serving clients, Laura enjoys supporting Gopher athletics, discovering new breweries, and traveling with friends and family.