Wealth Advisor and owner of Eagle Harbor Financial, Laurence Egle is a native Texan from the Rio Grande Valley who earned his Bachelors of Business Administration from The University of Texas at Austin. He also graduated from the University of Texas Financial Planning Certificate program obtaining the educational credits necessary to become a CERTIFIED FINANCIAL PLANNER®.
From the beginning of Laurence's financial services career starting shortly after college, he understood the value of his role managing his clients' money. As the financial services industry changed and evolved over the years, he redesigned his wealth management practice to implement a customized and comprehensive client experience focused on financial planning and investment management for high-net-worth clients.
Laurence is now an independent Wealth Advisor affiliated with Cetera Wealth Services, LLC. He focuses on the financial goals of his clients, since money only has real value if it is assigned a purpose. The client's intention of how to manage their abundance is unique for each client and their family. Laurence acts as a fiduciary implementing solutions for clients that enable them to navigate towards their financial goals and create a lasting legacy.
Laurence is a CERTIFIED FINANCIAL PLANNER® or CFP®. He holds the Series 6, Series 7, Series 63, and Series 65 Securities Licenses. He is also a licensed insurance agent. He has been affiliated with Avantax Investment ServicesSM , now a Cetera firm, since 1998.
At Avantax, Laurence served as a regional field leader for over a decade hosting educational and networking events for other independent financial advisors.
Laurence previously served as the President of the Financial Planning Association of Austin, Vice President of The Metropolitan Breakfast Club, and has volunteered at numerous non-profits in the Austin area. He also managed and played in a variety of local Austin bands. He continues in the music industry as an advisory board member of the Texas Music Museum where he met his talented wife, Gina. He remains a long-time member of The Recording Academy, which hosts the annual Grammy Awards.
Laurence enjoys sailing, traveling, playing piano, listening to music, and spending time with his wife, family, and friends.