We are excited to announce that our newest employee Tyler Lodahl has successfully passed the rigorous CFP® certification exam in November!  Tyler has been with Echo Wealth Management since July 2016, working as Associate Wealth Manager by fostering collaborative relationships with our private and corporate clients.  He assists Echo in delivering personal financial planning service using Echo Dashboard and office operations.  Starting in December, he will increasingly aid in a larger role directly serving clients, taking on similar responsibilities as his colleague Steve Drost. 

Tyler earned a BS degree in Personal Finance and Spanish from the University of Wisconsin- Madison, 2016, Graduated with Highest Distinction.  He completed the CFP® education requirements in college.  With the successful completion of the CFP® exam, Tyler will be able to bear the CFP® marks in August 2018, upon satisfying the final requirement of two years of Apprenticeship experience that meets additional requirements. 

Many people don't realize that anyone can call themselves a "financial planner" but only those who have fulfilled all the requirements of the CFP Board are certified.  The CFP® certification process identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. 

The CFP® certification exam covers these eight principal knowledge topic categories:

1. Professional Conduct and Regulation
2. General Financial Planning Principles
3. Education Planning
4. Risk Management and Insurance Planning
5. Investment Planning
6. Tax Planning
7. Retirement Savings and Income Planning
8. Estate Planning

Tyler grew up in Minnesota and was pleased to move back to Minnesota after graduation to be closer to his immediate family.  In his free time, he loves visiting family in Door County, Wisconsin, living an active lifestyle, reading, and following the Minnesota Vikings and Wisconsin Badgers sports teams.  After passing this exam, he is excited  to spend more time with friends and family, travel more often, and find fun places to hang out around his new neighborhood in Plymouth. 

Please join us in congratulating Tyler on this outstanding achievement!

You can read more about Tyler by clicking here.