El Paso, Texas, July 20, 2015 – Jon Sonnen, CPA/PFS and David Lindau, CPA, CFP® of Lauterbach Financial Advisors, were recently recognized as Lifetime Members of the Texas Society of CPA’s. The Lifetime Membership is granted to individuals that have completed 40 consecutive years of membership in the organization. “When I started my career in accounting, I never imagined the changes that the field would experience”, said Jon Sonnen. “However, never forget that while technology might change, our job is to serve as our clients’ most trusted advisor, something that a computer might never be able to do”. Jon Sonnen serves as President and David Lindau serves as Senior Advisor at Lauterbach Financial Advisors, a Fiduciary Investment Management Firm based in El Paso, Texas .
LAUTERBACH FINANCIAL ADVISORS CONGRATULATES SUZANNE LINDAU FOR RECEIVING THE PERSONAL FINANCIAL SPECIALIST (PFS) DESIGNATION.
El Paso, Texas, February 9, 2011 –Lauterbach Financial Advisors congratulates Suzanne Lindau, the firm’s Investor Advisor Associate in charge of Client Services, for receiving the Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants (AICPA).
LAS VEGAS (January 19, 2011) — Jon Sonnen, CPA/PFS with Lauterbach Financial Advisors, gained enhanced education on investments, insurance, tax, estate, retirement and elder planning from some of the world’s foremost experts on those issues at the Advanced Personal Financial Planning Conference held January 9-12 in Las Vegas.
El Paso, TX, November 12, 2010. – Recognizing the importance of Social Security benefits as source of income for the majority of retirees, Lauterbach Financial Advisors has added Social Security planning to its client services.
Press Release: David Lindau Recognized for his 25 Years as a Certified Financial Planner Practitioner
El Paso, Texas, March 9, 2010 – The Financial Planning Association, a national leadership and advocacy organization that connects those who provide, support and benefit from financial planning, recently recognized David Lindau, CFP® and president of Lauterbach Financial Advisors, LLC (LFA) for his twenty five years of service as a Certified Financial Planner™ practitioner.