Echo Huang left China at age twenty 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 twenty years, gaining experience working in financial planning firms before venturing out on her own.

Today, as founder and president of Echo Wealth Management with multiple designations such as CFP®, 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 confidence to follow their dreams and achieve their goals.

During our conversation, Echo talks about:

  • Wealth management isn’t just for the wealthy
  • Myths about financial planning that prevent women from making a career in this industry
  • How she succeeded in the financial planning industry
  • Her favorite financial planning tips for women and more…

Here’s how to connect with Echo Huang online:


Social Media:

Facebook: EchoHuangCFP
Twitter: EchoHuangCFP
Instagram: EchoHuangCFP

Purchase Echo’s book, Own Your Future: One Woman’s Story of Immigration & Financial Freedom here.

Thank you for listening to my podcast! I appreciate you and love to hear from you. Please feel free to share your takeaways and thoughts in the comments below the show notes. You can also email me directly at:

If you’ve been thinking about starting a podcast of your own, I’d love to help you! My goal is to help 100 women launch a powerful, purpose-driven, passion-based podcast that makes a difference. If that’s something you’ve been dreaming of doing, schedule a free, 15-minute discovery call to see how I can help you bring your dream to life. Book your call today at

Until next time, RECLAIM your DREAM. Do what YOU love. Make a difference.

Take care,