Press coverage and releases about Lauterbach Financial Advisors.
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.
El Paso, Texas, July 14, 2010 – Local financial planning firm Lauterbach Financial Advisors was ranked 16 in Texas and among the top 250 wealth management firms in the nation by the 10th annual Top Wealth Managers survey published by Wealth Manager Magazine, a national trade publication. The survey is open to independent wealth management firms and ranks those that participate and meet the eligibility criteria based on total assets under management as of December 31 2009.
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.