Laura Bereiter Email & Phone Number

Laura Bereiter

Director of Tax and Financial Planning at White Oaks Wealth Advisors, Inc | Minneapolis, Minnesota, United States

Laura Bereiter Socials
About Laura Bereiter

As the Director of Tax and Financial Planning at White Oaks Wealth Advisors, Inc., Laura Bereiter stands at the intersection of wealth management and tax strategy, bringing over a decade of experience to her role. Laura's expertise lies in simplifying the complexities of wealth for her clients, ensuring they navigate the often intricate landscape of personal financial planning with confidence. She specializes in areas such as equity compensation, tax planning, and retirement modeling, allowing her to craft comprehensive financial strategies that are not only tailored to individual needs but also adaptable to changing circumstances.

At White Oaks, Laura leads key projects that integrate investment management, estate planning, and insurance solutions, creating a cohesive financial planning team for each client. Her holistic approach to wealth management ensures that clients are equipped with savings strategies that align with their long-term goals, including intergenerational wealth transfer. As a fee-only firm, White Oaks prioritizes the financial success of its clients, and Laura's commitment to transparency and integrity reinforces this ethos.

Through her collaborative efforts, Laura empowers clients to make informed decisions about their financial futures, demystifying the tax implications of their investments and guiding them through the nuances of financial planning. Her ability to distill complex information into actionable insights not only enhances client relationships but also fosters a deeper understanding of wealth management principles. In an ever-evolving financial landscape, Laura Bereiter is a trusted partner for those seeking to secure and grow their wealth with clarity and confidence.

Laura Bereiter Work
1 experience icon

Director of Tax and Financial Planning at White Oaks Wealth Advisors, Inc in October 2015 to Present

2 experience icon

Senior Tax Consultant - Private Wealth at Deloitte in December 2014 to October 2015

3 experience icon

Senior Tax Consultant - International Tax Services at Deloitte in April 2014 to November 2014

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Laura Bereiter Skills

Personal Financial Planning

Equity Compensation

Tax Planning

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About Laura Bereiter's Current Company
Frequently Asked Questions about Laura Bereiter

What is Laura Bereiter email address?

Email Laura Bereiter at [email protected]. This email is the most updated Laura Bereiter email found in 2026.

What is Laura Bereiter phone number?

Laura Bereiter phone number is +16124556901.

How to contact Laura Bereiter?

To contact Laura Bereiter send an email to [email protected]. If you want to call Laura Bereiter try calling on +16124556901.

What company does Laura Bereiter work for?

Laura Bereiter works for White Oaks Wealth Advisors, Inc

What is Laura Bereiter's role at White Oaks Wealth Advisors, Inc?

Laura Bereiter is Director of Tax and Financial Planning

What industry does Laura Bereiter work in?

Laura Bereiter works in the Financial Services industry.

Laura Bereiter Email Addresses

Email Laura Bereiter at [email protected]. This email is the most updated Laura Bereiter email found in 2026.

Laura Bereiter Phone Numbers

Laura Bereiter phone number is +16124556901.
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