President and Founder Echo Huang Awarded the 2022 Five Star Wealth Manager Award
January 12, 2022
For the 11th year in a row, president and founder Echo Huang was awarded the 2022 Five Star Wealth Manager award. Using an in-depth research methodology with 10 objective criteria, including client retention rate, client assets, and households served, this award honors top local investment professionals for their commitment to professional excellence.
"I help clients build financial confidence to follow their passions and dreams."
-Echo Huang
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