In this episode of Wine and Dime I chat with Echo Huang. The child of educators, she grew up watching Hong Kong TV via an antenna on the roof of her residence. At the age of 20, she applied to the university of Idaho in finance. Echo shares a passion for bringing more women and minorities into the profession through internships and hiring college students. She is the author of Own Your Future, which will be released next month - you can get a copy on www.echohuang.com
About Echo.
Echo Huang is a financial planner with CFP® (Certified Financial Planner) designation and over 25 years of experience in the financial services and accounting industries. She helps executives and entrepreneurs in Minneapolis and St. Paul take the complexity out of their personal and business finances. Born and raised in China, she came to the United States with $800 in her pocket in hopes of pursuing – and achieving – the American dream. Through higher learning, continued education, and hard work, she gained valuable experience and extensive knowledge about wealth management, investment strategies, and tax planning. After years of working as an accountant, a financial advisor and partnering with other financial firms, she founded Echo Wealth Management in 2015.
MORE ACCOMPLISHMENTS
She offers in-depth financial planning and personalized investment management services for professionals, executives, and entrepreneurs. She is an expert in stock options, trading plans, and Deferred Compensation Plans. As an investment professional with CFP®, Certified Public Accountant (CPA) license and Chartered Financial Analyst (CFA) charter, she is sought after to create personalized financial plans and execute the holistic strategies. Learn more by visiting Echo Wealth Management.
is the story of how a poor immigrant came to live the American dream and how you can too. It’s a story of dreams manifested as a result of the guidance offered by the author’s seven core principles: daring to dream, being adaptable, respecting education, setting goals, utilizing smart and deliberate planning to achieve success, seizing opportunities when they arise, and benefiting from the wisdom of others.
Based on the author’s twenty-five years of experience in the trenches, not just of investment management but also of private and public accounting, this book educates the reader about wealth management and offers useful tools that can be used to make our financial lives more organized.
Echo Huang pulls back the curtain on the wealth management profession as a whole and shows you how to make it work for you, as well as whom and what to trust, who should be on your team, and how they should be working together in a holistic way to help you reach your financial independence day.
Wine: Riesling and Mascoto (we would recommend https://prejeanwinery.com/wineshop - Semi-Dry Riesling)
THIS EPISODE WAS PRESENTED BY
Amy Irvine
AND IN COLLABORATION WITH
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
EMAIL: AMY@ROOTEDPG.COM
