About
Articles by Echo Huang, CFA,CFP®,CPA
-
The Why, What, and How of a Financially Fruitful Career Pivot
The Why, What, and How of a Financially Fruitful Career Pivot
By Echo Huang, CFA,CFP®,CPA Wealth Management Expert
-
What Should Your Savings Goals Be?
What Should Your Savings Goals Be?
By Echo Huang, CFA,CFP®,CPA Wealth Management Expert
-
What Will it Take to Own Your Financial Future?
What Will it Take to Own Your Financial Future?
By Echo Huang, CFA,CFP®,CPA Wealth Management Expert
Activity
-
Do you know a simple, three-letter word that can make or break a strategy? The word “and” can be an angel or devil. Every word in a strategy plays a…
Do you know a simple, three-letter word that can make or break a strategy? The word “and” can be an angel or devil. Every word in a strategy plays a…
Liked by Echo Huang, CFA,CFP®,CPA Wealth Management Expert
-
A couple of weeks late - but inspired to attend the LCLD Alumni Summit, love to see my fellows, always fun to visit Boston, and the disability…
A couple of weeks late - but inspired to attend the LCLD Alumni Summit, love to see my fellows, always fun to visit Boston, and the disability…
Liked by Echo Huang, CFA,CFP®,CPA Wealth Management Expert
-
Why we work so hard right? Awesome 4 days of wilderness paddling and rigor with my sons and a couple buddies!! 50+ miles of paddling, lots of fish…
Why we work so hard right? Awesome 4 days of wilderness paddling and rigor with my sons and a couple buddies!! 50+ miles of paddling, lots of fish…
Liked by Echo Huang, CFA,CFP®,CPA Wealth Management Expert
Experience & Education
-
Echo Wealth Management, LLC
View Echo Huang, CFA,CFP®,CPA’s full experience
See their title, tenure and more.
or
Licenses & Certifications
Volunteer Experience
-
Committee Member
Financial Planning Association of Minnesota
- Present 5 years 7 months
Economic Empowerment
As a committee member of pro-bono planning service, I offer pro-bono financial planning advice to those who need help but can’t afford it. The Financial Planning Association of Minnesota is a non-profit professional association with over 850 financial planners who specialize in a wide variety of financial disciplines.
-
Committee Member
Financial Planning Association of Minnesota
- 12 years
Economic Empowerment
As a committee member of membership services and Symposium Committee, I organized events to attract financial planners, insurance agents and attorneys to join FPA and help members utilize the benefits of the membership. The FPA Annual Symposium is a two-day event to network with other professionals and obtain CE credits. In addition, I worked on new member reception to introduce them to the local leaders in the Minnesota Chapter.
-
Conference Organizer
Minnesota Society of CPAs
- 2 years
Education
As a member of the 2004 and 2005 planning committee of the MNCPA Estate & Personal Financial Planning Conference, I researched and obtained qualified speakers on various topics of personal financial planning for this two-day conference in June that offers continuing education credits for the CPAs.
-
Guest Speaker
BestPrep
- 2 years
Economic Empowerment
I volunteered to speak about personal financial planning to high school students in their classrooms.
Publications
-
Own Your Future
Advantage Media
See publicationOwn Your Future is the story of how a poor immigrant came to live the American dream and how you can too. It’s a story of dreams manifested as a result of the guidance offered by the author’s seven core principles: daring to dream, being adaptable, respecting education, setting goals, utilizing smart and deliberate planning to achieve success, seizing opportunities when they arise, and benefiting from the wisdom of others.
Based on the author’s twenty-five years of experience in the…Own Your Future is the story of how a poor immigrant came to live the American dream and how you can too. It’s a story of dreams manifested as a result of the guidance offered by the author’s seven core principles: daring to dream, being adaptable, respecting education, setting goals, utilizing smart and deliberate planning to achieve success, seizing opportunities when they arise, and benefiting from the wisdom of others.
Based on the author’s twenty-five years of experience in the trenches, not just of investment management but also of private and public accounting, this book educates the reader about wealth management and offers useful tools that can be used to make our financial
lives more organized.
Echo Huang pulls back the curtain on the wealth management profession as a whole and shows you how to make it work for you, as well as whom and what to trust, who should be on your team, and how they should be working together in a holistic way to help you reach your financial independence day.
Languages
-
Mandarin Chinese
Native or bilingual proficiency
-
English
Native or bilingual proficiency
-
Cantonese Chinese
Native or bilingual proficiency
More activity by Echo Huang, CFA,CFP®,CPA
-
It was energizing to participate in the WSJ Global Food Forum in Chicago today along with Feeding America colleagues, Vanita Moore and Claire…
It was energizing to participate in the WSJ Global Food Forum in Chicago today along with Feeding America colleagues, Vanita Moore and Claire…
Liked by Echo Huang, CFA,CFP®,CPA Wealth Management Expert
People also viewed
Explore collaborative articles
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
Explore More