Echo Huang, CFA, CFP®, CPA
Echo Huang, CFA, CFP®, CPA has over 24 years of experience and expertise in the business and financial services industries. She arrived alone from China at the age of 20 with $800 in her pocket and with a desire to study finance and accounting. Over the years, she gained extensive knowledge and wisdom working as a senior financial advisor, branch manager, business owner at notable, various sized companies in the Twin Cities area in Minnesota.
Echo Wealth Management, LLC, is a company that she started in 2015 to channel her passion for helping people plan for their financial future by putting insight into action. At EWM, they believe that holistic financial planning is the foundation of financial success. Holistic financial planning synthesizes cash flow, asset allocation, investment management, retirement, insurance, estate and tax planning together into a personalized strategic plan. Echo and her team use their tailored expertise and experience to provide in-depth planning and customized investment management services for individuals and families, particularly corporate executives with stock options and restricted stock awards, empowering them to pursue their passions and dreams.
At EWM, they believe in upholding our fiduciary responsibility to act in the best interests of their clients at all times. They are intentional about offering an alternative to working with large institutions. They place a high value on their independence.