Dan Sonnen, CFP® Lauterbach Financial Advisors

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About Dan Sonnen, CFP®

Dan Sonnen is a Wealth Advisor at Lauterbach Financial Advisors, a fee-only, independent RIA located in El Paso, Texas. He has been partnering with clients since 2011, enjoying the dynamics of providing holistic financial planning counsel. Previously, he worked in corporate finance for a Fortune 200 financial services firm. Dan has wide-ranging experience in retirement, investment, social security, and tax planning in addition to his extensive work with institutional clients. Dan is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Dan earned his Master of Business Administration from the Mays Business School at Texas A&M University, earning an academic scholarship and working as a Graduate Assistant in the Finance Department during his time in College Station. He graduated cum laude with a Bachelor of Business Administration in Finance from Texas State University. Dan is a member of The National Association of Personal Financial Advisors as well as the El Paso Estate Planning Council.

Outside of work Dan loves spending time with his wife Vanessa and their son David. He enjoys hiking, weightlifting, yoga, and especially golf. Dan is most proud of his continued volunteer activities with Junior Achievement and the Jewish Federation of Greater El Paso.

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Ideal Clients

  • Gen Y/Millennials
  • HENRY
  • Student Loan Debt
  • Young Professionals

Ways Advisor Charges

  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Quarterly Fee: $1,250+/qtr
  • AUM: 1.25%

SEC Records

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