White Oaks Wealth Promotes Laura Bereiter to Director of Tax and Financial Planning

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White Oaks Wealth Advisors, Inc. announces the promotion of Laura Bereiter, CPA, CFP® to Director of Tax and Financial Planning.

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Laura Bereiter, CPA, CFP®, Director of Tax and Financial Planning White Oaks Wealth Advisors, Inc.

Laura has worked hard to gain the trust and admiration of our clients. We are excited for her future at White Oaks.

White Oaks Wealth Advisors, Inc., a boutique, high net worth wealth management firm, with offices in Minneapolis, MN and the Sarasota, FL area, is excited to announce the promotion of Laura Bereiter. Laura is highly valued for her expertise in tax and financial planning strategies. In her new role, Laura will lead the White Oaks’ wealth management process of comprehensive financial planning for our clients. CEO Sharon Bloodworth states, "Laura has worked hard to gain the trust and admiration of our clients. We are excited for her future at White Oaks."

Laura joined White Oaks Wealth Advisors, Inc. in October 2015. She graduated from the University of Minnesota with an undergraduate degree in accounting and later earned her Master of Accountancy degree. Prior to joining White Oaks, Laura spent several years at a large consultancy firm, where she focused on tax compliance and consulting engagements for high net worth individuals and families. Her prior role also allowed her a variety of experiences, including individual, trust, estate, gift and flow-through entity compliance and planning projects as well as rotations to offices in India and Hong Kong. Laura received her CPA certification in 2011, and the Certified Financial Planner ® designation in 2016.

White Oaks Wealth Advisors, Inc. is a private, fee-only Wealth Management and Family Office firm with offices in Minneapolis, MN and the Sarasota, FL area that specialize in simplifying the complexities of wealth for upper net worth individuals. The firm offers an advisory team with over 60 years of experience in areas such as retirement planning, investment advice and management, family office services, estate planning, tax planning, stock option exercise, charitable gift planning, qualified plan distribution planning, and many other issues that individuals face in meeting and achieving their financial security goals. White Oaks Wealth Advisors, Inc. has been honored by having team members listed on the "Gulf Coast 500" by Business Observer, "Top 250 Financial Advisors" by Worth Magazine, "Top Dog's" by Bloomberg Wealth Manager, "5 Star Advisor" by Paladin Registry, "WiserAdvisor.com", "Best 150 Advisors for Doctors" by Medical Economics, "100 Top Advisors" by Mutual Funds Magazine and CNBC's Top Fee Only Wealth Management List.

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