David Lindau (BBA, CFP, CPA®, MPA)
At Lauterbach, we are fee-only financial advisors. We sell no products and receive no commissions. Our clients pay us based on an all-inclusive, easy-to-understand fee schedule that covers all our services and meetings necessary to help you live financially confident.
In fact, all of what we do is guided by that single purpose: Help our clients Live Financially Confident.
Many people have portfolios that life has built for them, with investments scattered all over and with no clear cohesion between their assets and their goals.
Imagine instead, having not only a portfolio but a plan built for your life. A plan will keep track of the assets you have and what you want those assets to achieve for you, your family and even the organizations you care about.
Imagine having a plan designed around your goals. Instead of worrying about the inevitable short-term market swings, your focus is on how your plan is progressing relative to your goals.
Imagine no more. That's what we do everyday.
If you're unsatisfied with your current financial advisor, or have never worked with a true independent, fee-only advisor, feel free to contact us to schedule an introductory meeting. You'll have the opportunity to ask as many questions as you need and you'll experience, first hand, the Lauterbach difference.
David joined the Lauterbach Financial Group in 1964 and served as a General Services Partner of Lauterbach, Borschow & Co., Certified Public Accountants until the founding of LFA in 1999. During his tenure as a General Services Partner, David worked primarily with closely-held businesses and has experience in auditing, accounting, tax and business consulting with an emphasis in business valuation and litigation support.
David has been in El Paso since 1949 and graduated from Texas Western College (now UTEP) with a BBA in 1961. He went on to earn a Master of Professional Accounting from the University of Texas at Austin.
In addition to being a CERTIFIED FINANCIAL PLANNER™ professional, David is a Certified Public Accountant licensed to practice in Texas.
NAPFA Start Date
March 20, 2017