Echo Huang, CFA, CFP®, CPA

PRESIDENT & FOUNDER

"At age 20, I left my little corner of the world and flew across the broadest ocean in the world with just $800 in my pocket, a yearning for adventure in my mind, and with excitement and curiosity in my heart for my new life in the land of opportunities."

My passion for finance and business arose at a very young age.  The first-born child of two high school teachers in a small village in China, I chose the Shenzhen School of Business & Economics instead of high school. By the age of 17, I was living independently, having landed a sought-after job with the Bank of China in Shenzhen, at that time a city rapidly emerging as a metropolitan powerhouse bordering Hong Kong.  

Tyler Lodahl, CFP®

Associate Wealth Manager
As an associate wealth manager, I work closely with Echo in creating and maintaining the Echo Dashboard, the customized client homepage for each client.

Learn more about Tyler

Jared Johnson

Associate Wealth Manager
I work closely with Echo in my position as an associate wealth manager to create, maintain, and enhance the Echo Dashboard in accordance with client goals and investments.

Learn more about Jared

Let's Start a Dialogue

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

Before you visit our office in Plymouth, please schedule this complimentary 30 minutes Discovery Call (Zoom Video) with a member of our team to share your financial planning needs.  Our team member will let you know if you should schedule a 90 Minute FIT Meeting with Echo.

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3033 Campus Drive, Suite N145
Plymouth, MN 55441

Contact

  • Phone:

    763.432.7875

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