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Twin Cities Five Star award winner

PROFESSIONAL PROFILE

Echo Huang, CFA, CFP®, CPA

President/Founder
Echo Wealth Management, LLC
3033 Campus Drive, Suite N145
Plymouth, MN 55441
Office: 763-432-7875
echo@echowm.com
www.echowealthmanagement.com

Professional Approach

Echo Huang left China at age 20 to cross the ocean with nothing but $800 and the hope of achieving the American dream.  Her courage and dedication fueled her journey through the business world over the next 20 years, gaining experience working in financial planning firms of all sizes before venturing off on her own.  Today, as founder and president of Echo Wealth Management (EWM) with multiple designations such as CFP® certification, Certified Public Accountant (CPA) license, and Chartered Financial Analyst (CFA) charter, Echo helps the country's top executives and entrepreneurs take the complexity out of their finances, giving them the confidence to follow their dreams and achieve their goals.  

EWM offers a simplified approach to investment, retirement, and tax planning.  It all begins with holistic financial planning for each client, followed by the implementation of in-house investment strategies for a seamless experience from planning to execution.  At EWM, we uphold our fiduciary responsibility to act in the best interests of our clients at all times.

We partner with individuals and families who recognize that growing and maintaining wealth is a guided and ongoing process.  We believe our expertise is particularly valuable to the people who wish to be purposeful with their wealth to pursue their passions and dreams.

 

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Echo Wealth Management, LLC is an independent investment adviser, registered with the U.S. Securities and Exchange Commission.  Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
This award was issued on 12/1/21 by Five Star Professional (FSP) for the time period 03/29/2021 through 10/8/2021. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4544 Twin Cities-area wealth managers were considered for the award; 622 (14% of candidates) were named 2022 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2021: 4004, 630, 16%, 12/1/20, 3/30/20 - 10/23/20; 2020: 3606, 589, 16%, 12/1/19, 3/1/19 - 10/25/19; 2019: 3504, 671, 19%, 12/1/18, 3/23/18 - 10/23/18; 2018: 2622, 591, 23%, 12/1/17, 2/23/17 - 10/13/17; 2017: 2304, 836, 36%, 11/1/16, 2/25/16 - 10/14/16; 2016: 2083, 854, 41%, 11/1/15, 4/17/15 - 10/14/15; 2015: 2673, 825, 31%, 12/1/14, 4/17/14 - 10/14/14; 2014: 1931, 844, 44%, 12/1/13, 4/17/13 - 10/14/13; 2013: 2151, 863, 40%, 12/1/12, 4/17/12 - 10/14/12; 2012: 1256, 624, 50%, 11/1/11, 4/17/11 - 10/14/11.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.