Women in the Financial Planning Industry with Echo Huang, CFA, CFP®, CPA

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By Jessica Rhodes. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

In this client feature episode of Rock the Podcast, Jessica interviews Echo Huang. Echo is a female Chinese immigrant who moved to America with only $800 in her pocket at the age of 20 and founded Echo Wealth Management as a Registered Investment Advisor (RIA) in 2015. She is passionate about educating women that Financial Planning is a viable career path for them and that increasing the number of female CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals in America will help transform the financial industry and income inequality between men and women.

Echo has over 20 years of business experience in a very male-dominated industry. She first worked for KPMG in Minneapolis for almost four years as a Senior Tax Specialist. It was there that she began to gain valuable experience in personal financial planning for corporate executives, especially honing a knack for incorporating stock options strategies and tax planning in individualized financial plans.

Realizing that this was the professional role she was meant to play, she changed her career from that of a tax CPA to becoming a financial advisor in 2000 when only 20% of CFP® professionals were women (today, it’s only 23%). She is the author of Own Your Future: One Woman’s Story of Immigration and Financial Freedom and speaks frequently to teach people how to build their financial competence so they can achieve their dreams.

Connect with Echo at her website, http://www.echowm.com/ and on LinkedIn here!

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