Echo’s approach to wealth management blends personalized financial strategies with cutting-edge technology to create a seamless, empowering experience tailored to your unique goals.

Echo’s expertise is anchored in elite credentials—Certified Financial Planner (CFP®), Certified Public Accountant (CPA), and Chartered Financial Analyst (CFA)—alongside over 28 years of hands-on experience designing customized wealth strategies. She is committed to transparency and education, ensuring every financial decision is supported by a clear rationale that fosters trust and empowerment.

Born and raised in China, Echo’s personal journey is as inspiring as her professional accomplishments. Arriving in the United States with just $800 and boundless determination, she climbed from a young accountant in Shenzhen to founding Echo Wealth Management in 2015—a boutique firm built on integrated, client-first financial planning.

Echo is also the author of Own Your Future: One Woman’s Story of Immigration and Financial Freedom, an Amazon bestseller that narrates her inspiring story of resilience and financial independence. Her achievements include being recognized as a Five Star Wealth Manager for twelve consecutive years, from 2012 to 2025—an extraordinary testament to her dedication and expertise. In addition, she was honored as a Notable Woman in Wealth Management by Twin Cities Business Magazine in 2023, reflecting her impactful leadership and commitment to excellence.

At Echo Wealth Management, she has assembled a forward-thinking team dedicated to delivering customized strategies for a wide range of client needs, including stock options, tax strategies, estate planning, investment management and charitable giving. Echo’s leadership ensures clients benefit from thoughtful succession planning and ongoing team development, offering peace of mind and long-term financial security.

Beyond her professional life, Echo is a lifelong learner and adventurer. Whether competing in ballroom dancing, exploring global destinations, or fostering deep connections, she embodies a spirit of growth and vitality. Echo lives in Medina, Minnesota, with her fiancé, Erik, and their beloved dogs, Luci and Luna.