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Rock the PodCast Episode: Women in the Financial Planning Industry with Echo Huang, CFA, CFP®, CPA

In this client feature episode of Rock the Podcast, Jessica interviews Echo Huang. Echo is a female Chinese immigrant who moved to America with only $800 in her pocket at the age of 20 and founded Echo Wealth Management as a Registered Investment Advisor (RIA) in 2015. She is passionate about educating women that Financial Planning is a viable career path for them and that increasing the number of female CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals in America will help transform the financial industry and income inequality between men and women.

Anyone who successfully serves in a leadership role – or who hopes to – should think about how they are perceived by others. Education, experience, and results mean little if you aren’t viewed as a leader, and so quite a bit of your potential success comes down to presence.

Oh, the dichotomy of money discussions. They’re so important to have, yet they are often uncomfortable and, therefore, avoided at all costs. Couple that with the fact that money disagreements are a leading cause of divorce,[i] and it’s no surprise most married couples aren’t properly communicating about financial habits and money values.

[i] https://www.cnbc.com/2015/02/04/money-is-the-leading-cause-of-stress-in-relationships.html

In conjunction with Mpls. St. Paul Magazine and Twin Cities Business, Five Star Professional has recognized Echo Huang with the 2020 Five Star Wealth Management award. Echo Huang has been a nine-year recipient (2012 - 2020) of this award.

Check out Echo’s online profile and feel free to share it with your colleagues and friends who may be looking for a trusted wealth manager.

Setting financial goals helps you stay on track, whether unexpected expenses and gain peace of mind for your later years. In this article, we will review seven goals that can help you get on track – and stay there – for the duration of your financial future.