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Dan Sonnen, Cfa, Cfp® Email & Phone Number
Partner and Chief Investment Officer and Wealth Advisor
at
Lauterbach Financial Advisors, LLC
1 work email found
@lfa-ia.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Partner and Chief Investment Officer and Wealth Advisor
Location
El Paso, Texas, United States
Company size
Who is Dan Sonnen, Cfa, Cfp®? Overview
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Quick answer
Dan Sonnen, Cfa, Cfp® is listed as Partner and Chief Investment Officer and Wealth Advisor at Lauterbach Financial Advisors, LLC, a company with 7 employees, based in El Paso, Texas, United States. AeroLeads shows a work email signal at lfa-ia.com and a matched LinkedIn profile for Dan Sonnen, Cfa, Cfp®.
Dan Sonnen, Cfa, Cfp® previously worked as Partner / Chief Investment Officer / Wealth Advisor at Lauterbach Financial Advisors, Llc and Financial Advisor at The Milestone Group. Dan Sonnen, Cfa, Cfp® holds Mba from Mays Business School - Texas A&M University.
Company email context
Email format at Lauterbach Financial Advisors, LLC
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*@lfa-ia.com
71% confidence
AeroLeads found 1 current-domain work email signal for Dan Sonnen, Cfa, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Dan Sonnen, Cfa, Cfp®
Dan is a Partner at Lauterbach Financial Advisors, a fee-only, independent RIA located in El Paso, Texas. He has been advising clients since 2011, enjoying the dynamics of providing holistic financial planning counsel. Previously, he worked in corporate finance for a Fortune 100 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 Chartered Financial Analyst Charterholder and 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. Outside of work, Dan loves spending time with his wife, Vanessa, and their sons, David, Alex, and Eric. He also enjoys golf, yoga, and most outdoor activities. Dan is active in the community. He is a past board member and former Treasurer of the Jewish Federation of Greater El Paso and a current board member of the El Paso Holocaust Museum. Dan also enjoys volunteering with Junior Achievement.
Current workplace
Dan Sonnen, Cfa, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Lauterbach Financial Advisors, Llc
7 roles
Dan Sonnen, Cfa, Cfp® work experience
A career timeline built from the work history available for this profile.
Partner / Chief Investment Officer / Wealth Advisor
Current- Determine client financial plans, including asset allocation and spending strategies, based on client investment time horizon, tax situation, risk tolerance, and rate of return necessary to achieve client's financial.
- Utilize various Monte Carlo and financial planning software programs to test viability of client retirement projections
- Analyze prospective and incoming clients’ investment holdings to determine diversification characteristics and for comparison of performance against appropriate benchmarks
- Head of Investment Policy Committee, researching changes in mutual fund strategies and model portfolio allocations
- Head of Fixed Income, analyzing interest rate term structure and communicating with BAM Fixed Income Dept. to research and place clients in bond ladders as appropriate, primarily Municipal, AA or higher rated.
- Research and implement best practices in personal financial planning, including but not limited to: - Investment return forecasting - Income and estate tax planning - Sustainable retirement withdrawal rates - Longevity.
Jul 2017 - Present
Financial Advisor
The Milestone Group
Financial Planning & Investment Management
Aug 2016 - Jul 2017
Senior Wealth Management Specialist
The Milestone Group
Financial Planning & Investment Management
Mar 2016 - Aug 2016
Senior Wealth Management Specialist
Weaver Wealth Management
Financial Planning & Investment Management
Jun 2015 - Mar 2016
Jan 2011 - Jun 2015
Financial Analyst
- Responsible for all expense planning, forecasting, and variance analysis for two lines of business totaling approximately 1,650 employees and $225MM of expenses annually
- Managed forecasting tool development project related to a new organization utilizing Cognos Planning software and input from customer to create accurate expense forecasting model that met all internal customer’s needs
- Created new self-service financial reporting tool utilizing Microsoft Office SharePoint Server
- Streamlined processes across expense analysts using PeopleSoft Enterprise Performance Management software to duplicate analysis templates across all business units
Jan 2007 - Jul 2009
Team & coworkers
Colleagues at Lauterbach Financial Advisors, LLC
Other employees you can reach at lfa-ia.com. View company contacts for 7 employees →
LV
Lariza Varela
Colleague at Lauterbach Financial Advisors, Llc
El Paso, Texas, United States, United States
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SL
Suzanne Lindau, Cpa / Pfs
Colleague at Lauterbach Financial Advisors, Llc
El Paso, Texas, United States, United States
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BD
Billy Defrance, Cfp®
Colleague at Lauterbach Financial Advisors, Llc
El Paso, Texas, United States, United States
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Lariza Varela
Colleague at Lauterbach Financial Advisors, Llc
El Paso, Texas, United States, United States
View →
SL
Suzanne Lindau, Cpa / Pfs
Colleague at Lauterbach Financial Advisors, Llc
El Paso, Texas, United States, United States
View →
BD
Billy Defrance, Cfp®
Colleague at Lauterbach Financial Advisors, Llc
El Paso, Texas, United States, United States
View →
2 education records
Dan Sonnen, Cfa, Cfp® education
Mba
Mays Business School - Texas A&M University
Bba, Finance
Texas State University
FAQ
Frequently asked questions about Dan Sonnen, Cfa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Dan Sonnen, Cfa, Cfp® work for?
Dan Sonnen, Cfa, Cfp® works for Lauterbach Financial Advisors, LLC.
What is Dan Sonnen, Cfa, Cfp®'s role at Lauterbach Financial Advisors, LLC?
Dan Sonnen, Cfa, Cfp® is listed as Partner and Chief Investment Officer and Wealth Advisor at Lauterbach Financial Advisors, LLC.
What is Dan Sonnen, Cfa, Cfp®'s email address?
AeroLeads has found 1 work email signal at @lfa-ia.com for Dan Sonnen, Cfa, Cfp® at Lauterbach Financial Advisors, LLC.
Where is Dan Sonnen, Cfa, Cfp® based?
Dan Sonnen, Cfa, Cfp® is based in El Paso, Texas, United States while working with Lauterbach Financial Advisors, LLC.
What companies has Dan Sonnen, Cfa, Cfp® worked for?
Dan Sonnen, Cfa, Cfp® has worked for Lauterbach Financial Advisors, Llc, The Milestone Group, Weaver Wealth Management, Lauterbach Financial Advisors, and Usaa.
Who are Dan Sonnen, Cfa, Cfp®'s colleagues at Lauterbach Financial Advisors, LLC?
Dan Sonnen, Cfa, Cfp®'s colleagues at Lauterbach Financial Advisors, LLC include Lariza Varela, Suzanne Lindau, Cpa / Pfs, and Billy Defrance, Cfp®.
How can I contact Dan Sonnen, Cfa, Cfp®?
You can use AeroLeads to view verified contact signals for Dan Sonnen, Cfa, Cfp® at Lauterbach Financial Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Dan Sonnen, Cfa, Cfp® attend?
Dan Sonnen, Cfa, Cfp® holds Mba from Mays Business School - Texas A&M University.
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