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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.  

Jared Johnson

ASSOCIATE WEALTH MANAGER & SHAREHOLDER
I focus most on financial planning, primarily building the Echo Dashboard, and managing internal operations for the firm. My work also includes the addition of a trading lead and involvement in portfolio construction and research.

Learn more about Jared

Justin Edwards

ASSOCIATE WEALTH MANAGER
I work directly with Echo and Jared daily. My primary role is to assist Echo in creating, maintaining, and enhancing the Echo Dashboard per client goals and financial situations.

Learn more about Justin

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 60 Minute FIT Meeting with Echo.

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3033 Campus Drive, Suite N145
Plymouth, MN 55441

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