Skip to main content

Echo Huang Talks Reinvesting in Yourself on the Financial Advisor Success Podcast

September 28, 2020

Echo recently sat down with Michael Kitces on the Financial Advisor Success Podcast to discuss how you can own your future by continuously reinvesting in yourself to build the advisory career you want. 

In this episode:

Echo talks about how she built her career starting out in the industry from scratch as an immigrant to the U.S. with just $800 in her pocket. She started studying finance as an undergraduate, then decided that it would help her career to get a CPA license, so she joined a

Listen to Echo on the Highley Invested Podcast

August 28, 2020

Jordan Highley's podcast, Highley Invested, with Echo Huang, CFA, CFP®, CPA

This episode of Highley Invested brings you the story of Echo Huang, a Certified Financial Planner, Public Accountant, and Chartered Financial Analyst who is the founder and president of her company Echo Wealth Management. Echo was born and raised in China and thanks to Hong Kong TV, she became a dreamer. So at the age of 20, she left China for an opportunity in the US with nothing but $800 to her name. 

Echo Huang Featured on the Your Resource for Success Podcast with Kimberly McLemore

August 24, 2020

Echo Huang just finished this podcast interview with Kimberly McLemore, the host of Your Resource for Success Podcast! She is excited to share her personal journey in personal wealth management business and hope to educate and inspire more women to pursue this career path.

Only 23% of Certified Financial Planner professionals were women in 2000 when Echo passed the CFP exam (today, it’s still 23%). Only about 20% of all financial planners in the US have the CFP designation.

Echo Huang Featured on The Remarkable People Podcast

Talking About Perseverance, Drive, Wealth, & Owning Your Future

August 21, 2020

Have you heard the one about the young Chinese girl who came to America with only $800 in her pocket, but now owns her own wealth management company, has several advanced degrees, and manages over $150 Million in client assets? You know, the one who authors best selling books, ballroom dances, holds CFP, CPA, CFA designations, and plays a concert piano? Well if you haven’t, hang on and enjoy this episode of the Remarkable People Podcast, the Echo Huang Story!

Group of MN Women Financial Planners Ring in 25th Anniversary with $25,000 Donation

To Promote Women, and Diversity in the Industry

August 10, 2020
For immediate release: 

Saint Paul, Minn.  A local group of female financial planners, the Goddesses of Financial Planning, today announced a $25,000 donation to the Center for Financial Planning initiative in honor of the group’s 25th anniversary. The funding will support the initiative’s work to promote women and diversity in the financial planning industry.

Founded in 1995, the Goddesses of Financial Planning is a group of more than a dozen women financial advisory firm


Schedule a No-Obligation Discovery Call

Managing your wealth is a very personal subject, one we should discuss in a more personal setting.


 

You may also be interested in:

 

DYI or call your guy: Why do you need a wealth manager?
Do Think Twice About Long-Term Care
Make Protecting Your Income A Priority
The Surprising Pitfalls of Retiring at the Same Time as Your Spouse
Long-Term Care - It’s Not as Scary as You Might Think

Watch & Learn: