Certification

Certification

Congratulations to Tyler Lodahl for Earning the Distinguished CERTIFIED FINANCIAL PLANNER™ Designation!

By Echo Huang, CFA, CFP®, CPA

We are very excited to announce that Tyler Lodahl has been awarded the Certified Financial Planner™ designation by the CFP Board of Standards. He now becomes one of the youngest CFP® practitioners in the country, as only 4.71% of active CFP® professionals are under the age of 30! Based on the recent data from the CFP Board, the current total number of active CFP® Certificants is just 80,981.

The CFP® certification is recognized as the highest standard in personal financial planning. Anyone can call themselves a "financial planner". Only those who have fulfilled the rigorous certification and renewal requirements of the CFP Board can use the CFP® certification trademarks which represent a higher level of competency, ethics and professionalism.

Through the hard work of our team members and the loyalty of our wonderful clients, Echo Wealth Management has been growing!

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