Laurence Egle, CFP<sup>&reg;</sup> - Financial Advisor

Laurence Egle, CFP®

Financial Advisor

Eagle Harbor Financial

1490 Rusk Rd, Ste 101
Round Rock, TX 78664
FINANCIAL ADVISOR'S WEBSITE
(512) 345-3057 CONNECT WITH Laurence
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General

Laurence Egle is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Eagle Harbor Financial in Round Rock, TX and the surrounding communities.

Financial Advisor Overview

I offer comprehensive financial planning and implementation.

I can help develop a plan that takes into account your financial circumstances, tax status and risk tolerance level, and considers your college, retirement and estate planning goals.

No plan works unless action steps are taken and reviewed on a regular basis to be sure you are advancing towards your goals. I can help you do this.

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Financial Advisor Experience

University of Texas BBA and University of Texas Financial Planning Certificate Program

Securities licensed since 1984.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

H.D. Vest Financial Services

Broker-Dealer Disclaimer

H.D. Vest Advisors provide products and services for which they are appropriately licensed
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Mutual Funds, Getting Married, Insurance, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources