Echo Huang, CFA, CFP®, CPA
Echo Huang left China at age 20 to cross the ocean with nothing but $800 and the hope of achieving the American dream. Her courage and dedication fueled her journey through the business world over the next 20 years, gaining experience working in financial planning firms of all sizes before venturing off on her own. Today, as founder and president of Echo Wealth Management (EWM) with multiple designations such as CFP® certification, Certified Public Accountant (CPA) license, and Chartered Financial Analyst (CFA) charter, Echo helps the country's top executives and entrepreneurs take the complexity out of their finances, giving them the confidence to follow their dreams and achieve their goals.
EWM offers a simplified approach to investment, retirement, and tax planning. It all begins with holistic financial planning for each client, followed by the implementation of in-house investment strategies for a seamless experience from planning to execution. At EWM, we uphold our fiduciary responsibility to act in the best interests of our clients at all times.
We partner with individuals and families who recognize that growing and maintaining wealth is a guided and ongoing process. We believe our expertise is particularly valuable to the people who wish to be purposeful with their wealth to pursue their passions and dreams.