Echo Huang left China at age twenty 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 twenty years, gaining experience working in financial planning firms of all sizes before venturing off on her own. Today, using the extensive knowledge she has amassed on wealth management, investment strategies, and tax planning, she lives her dream as Founder and President of Echo Wealth Management.
With multiple designations such as CFP®, Certified Public Accountant (CPA) license, Chartered Financial Analyst (CFA) charter, and over 25 years of experience, she 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. She believes that holistic financial planning—synthesizing cash flow, asset allocation, investment management, retirement, insurance, and estate and tax planning together into a personalized strategic plan, forms the foundation of financial success.
Echo is the author of, “Own Your Future: One Woman’s Story of Immigration and Financial Freedom.”
Echo competes in pro-am ballroom dancing at the silver level, plays piano, practices yoga, and is a voracious reader. She also enjoys traveling around the world with her daughter, Nina. They live in Plymouth with their petite Goldendoodle Luna.
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