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Articles tagged with: Wealth Manager

Echo Huang, CFA, CFP®, CPA Awarded the Five Star Wealth Manager Award for 2018!

26 February 2018

Echo Huang, CFA, CFP®, CPA Awarded the Five Star Wealth Manager Award for 2018!

In conjunction with Mpls. St. Paul Magazine and Twin Cities Business, Five Star Professional has recognized Echo Huang with the 2018 Five Star Wealth Management award. Echo Huang has been a seven-year recipient (2012 - 2018) of this award.  She is among the 7% Twin Cities wealth managers to receive this award in 2018.

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:

New Team Member at Echo Wealth Management

23 August 2016

I am excited to announce the addition of Tyler Lodahl to the team at .  Tyler works closely with me and Steve Drost in creating and maintaining the Echo Dashboard, the customized client homepage for each client.  In addition, he is responsible for managing efficient business operations by leveraging new technologies in serving our clients. 

3033 Campus Drive, Suite N145
Plymouth, MN 55441

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