Echo Huang recently sat down with Erica Blocker of the Moms with Dreams Show to discuss her personal story and share some professional insights.

This podcast provides a savage approach to personal finance featuring financial professionals and subject matter experts. 

Echo recently sat down with Lori Anne Rising and "Uncle Mark" Olmstead on the Rise 'n Shine podcast to discuss owning your future and rebuilding your wealth after COVID-19. 

Echo recently sat down with Michael Kitces on the Financial Advisor Success Podcast to discuss how you can own your future by continuously reinvesting in yourself to build the advisory career you want. 

In this episode:

Echo talks about how she built her career starting out in the industry from scratch as an immigrant to the U.S. with just $800 in her pocket. She started studying finance as an undergraduate, then decided that it would help her career to get a CPA license, so she joined a public accounting firm to get the requisite two years of audit experience. Then, transitioned to the personal financial planning division of a regional accounting firm and earned her CFP certification to build her professional credibility and help overcome the fact that she looked young when sitting across from older clients. Why Echo ultimately went out on her own at a cost of losing two-thirds of her AUM to rebuild the vision of the advisory firm she wanted to build. And why, as an already successful advisor in her 40s, she still decided to go back and get her CFA certification on top of juggling the challenges of growing the business and being a parent to her daughter Nina.

Jordan Highley's podcast, Highley Invested, with Echo Huang, CFA, CFP®, CPA

This episode of Highley Invested brings you the story of Echo Huang, a Certified Financial Planner, Public Accountant, and Chartered Financial Analyst who is the founder and president of her company Echo Wealth Management. Echo was born and raised in China and thanks to Hong Kong TV, she became a dreamer. So at the age of 20, she left China for an opportunity in the US with nothing but $800 to her name.