Laura Rotter

I educate and empower international families and single women for financial success in a non-judgemental and personal way. I founded GreenLife Advisors in 2018 to transform the typical financial advising relationship into one that genuinely serves clients with non-judgemental and personalized experiences tailored to each client's unique needs and goals. Our focus is helping families—many are first-generation Americans or recent immigrants—get organized and set up for long-term financial success. My clients come from widely diverse backgrounds. I also welcome LGBTQ+ clients and provide a welcoming environment. I respect and value each family. Everything we do, from our services to operations to outreach, ladders up to this purpose. What inspires me most is the personalized experience we've created. While my degrees in business and finance allow me to handle the analytical details, my real passion is spending time with clients and guiding them toward the future they envision. I am uniquely positioned to help you and your family through both my personal experiences and the knowledge gained from working directly with families like yours. I also understand working parents' time demands and needs, having been one myself for years. I’m a mother of two teenagers, one of whom is part of the LGBTQ+ community. I hold the credentials and have the education to help: * Certified Financial Planner™ professional. * Chartered Financial Analyst designation. * Masters of Business, University of Chicago Booth School of Business, Concentration in Finance. * Bachelor of Arts in Psychology and Political Science, University of Rochester. Schedule a free 15-minute consultation to get started. Once again, welcome!

I’m Gabriel Kaplan, CFP®, CPA, and founder of Wealth Habits, a firm dedicated to providing integrated financial planning and investment management. I work with individuals who value their time and need tailored financial advice. I help simplify decisions, optimize strategies, and provide clear guidance to help clients reach their financial goals. Specialized Services: 1. Financial Planning for Tech Professionals with Equity Compensation: Equity compensation can be complex. I help tech professionals and founders optimize their ISOs, NQSOs, RSUs, and other equity awards through personalized strategies. Together, we’ll create a tax-efficient plan for divesting, diversifying, and growing your wealth. 2. Advisory Services for Business Owners: From setting up retirement plans to navigating tax-saving opportunities, I provide tailored advice for business owners. My services also include risk management and business transition planning to help you protect and grow your enterprise. 3. Retirement Planning & Investment Management: Preparing for retirement requires clarity and strategy. I help clients determine how much to save, where to invest, and how to build a tax-efficient portfolio. My approach suits: those unsure about how to save or invest for retirement. Individuals who find investing emotionally challenging. Busy professionals seeking low-cost, effective investment strategies. No minimum level of assets is required to work with me. Common Questions I Help Answer: How many ISOs can I exercise before hitting AMT? What should I prioritize saving, investing, or paying off debt? What are the tax consequences of major financial decisions? How much can I afford to spend on a home without affecting other goals? About Me: I was born in Sweden, raised in South America, and settled in NYC after working internationally. My wife is a neurologist, and we are raising our family while pursuing our careers. Before starting Wealth Habits, I worked in asset management, tax, and consulting. Education & Credentials: CFP®, CPA, MBA from NYU Stern, Master’s in Business Taxation (USC), BSE from the University of Pennsylvania My Beliefs: Financial advice should never be one-size-fits-all. As a fee-only advisor, I always put my clients’ interests first.

Narumi Yoshida is the Founder & CEO of Yoshida Wealth Management, Inc. He is a CPA and specializes in Financial & Tax Advisory for Japanese Business Owners and Investors in the US. Mr. Yoshida was born and raised in Shizuoka, Japan. At age 19, he moved to New York in pursuit of his educational and professional goals. He is a first-generation immigrant himself, so he understands what challenges and difficulties people face by moving from one country to another. Mr. Yoshida’s unique professional and educational backgrounds give him the ability to work with clients closely and develop the most effective tax and financial strategies for them. Mr. Yoshida worked as a Financial Advisor for a prominent financial advisory firm in New York City. After gaining valuable experience at the firm, he eventually decided to go out on his own to launch Yoshida Wealth Management, Inc., Independent RIA, to work with clients he felt needed the most help and could add the most value to their situations. Good financial advice must meet a fiduciary standard and be free of conflicts of interest. Therefore, he believes (1) Fee-Only, (2) Fiduciary and (3) Independent are the three most important criteria to consider when choosing a Financial Planner. In addition to Yoshida Wealth Management, Inc., he owns and runs a successful CPA firm based in New York where he and his team provide tax return preparation and business accounting services. Mr. Yoshida focuses on helping Japanese Business Owners and Investors in the US. He utilizes the newest AI/technologies to operate at the highest efficiency level, so he can focuses on what he enjoys the most – working with clients! Outside of work, he enjoys traveling around the world with his wife, Nicole, staying active, reading books and eating Japanese food! (Fun Fact: Narumi used to be a dancer)!

Anthony Carpentieri is a Private Wealth Advisor with Merrill Private Wealth Management and a managing partner of the Erdmann, Giannetti, Brookfield, Carpentieri Group. He specializes in providing customized wealth management strategies and advice to senior executives, entrepreneurs, and families facing significant life events or transitions. His approach integrates multiple disciplines, including investment management, wealth transfer, credit, philanthropy, and family office services. He is recognized for his expertise in helping clients with concentrated wealth implement investment advisory and estate planning strategies to preserve wealth across generations while enhancing diversification. Anthony began his career at Merrill in 2007. He earned both a Bachelor of Business Administration in Finance, Business Economics, and Legal Studies, as well as a Master of Business Administration in Management, from Iona College. He holds the Chartered Retirement Planning Counselor (CRPC™) designation, the Certified Divorce Financial Analyst (CDFA®) certification, and the Personal Investment Advisor (PIA) credential. Anthony has been recognized on Forbes’ “America’s Top Next Generation Wealth Advisors” list from 2017 to 2023 and was part of the Erdmann, Giannetti, Brookfield, Carpentieri Group ranked among Barron’s “Top 50 Private Wealth Management Teams.” In addition to his professional pursuits, Anthony serves on the Board of Trustees for the Iona University Alumni Association. He also participates as a leading member of the Knights of Columbus and volunteers at the Community Cooperative Nursery School. His personal interests include basketball, boating, reading, writing, and spending time with his family.

Michael Cappiello is an Investment Consultant who focuses on helping clients plan their financial futures based on their specific goals. He provides personalized guidance tailored to each client's unique financial background. Michael combines his professional role with his experience as a father, emphasizing the pursuit of financial peace of mind and the protection of clients' legacies. He has professional experience as a Financial Representative at Fidelity Investments from 2022 to 2025. Michael's personal interests include art, golf, kayaking, parenthood, skiing, and swimming.

Yenny Cesse Perdomo is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personal retirement planning, women and wealth, and retirement income strategies. She focuses on helping individuals and families build and protect their wealth through clear communication and tailored advice. Yenny guides clients to make confident and informed financial decisions that align with their goals by simplifying complex financial concepts and empowering them to take control of their financial future. Yenny holds a Bachelor's Degree from Florida International University and maintains professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Fluent in both English and Spanish, she brings expertise in financial planning and investment needs to her role. Outside of her professional work, Yenny’s personal interests include adventure sports, biking, dancing, ice hockey, reading, traveling, watching movies, and writing.