We are very excited to announce that Tyler Lodahl has been awarded the Certified Financial Planner™ designation by the CFP Board of Standards. He now becomes one of the youngest CFP® practitioners in the country, as only 4.71% of active CFP® professionals are under the age of 30! Based on the recent data from the CFP Board, the current total number of active CFP® Certificants is just 80,981.
It is hard to believe that it has already been 7 months since forming Echo Wealth Management. Every day I am thankful for the opportunity to pursue my passion for wealth management and I am energized by my conversations with clients about helping them achieve their goals. My firm continues to grow through a combination of previous clients who sought us out and new clients who appreciates our integrated approach to wealth management, by combining customized financial plans with