Echo Huang

Echo Huang

Author | Portfolio Management | Personal Financial Planning | Retirement & Tax Planning | Specializi...
Minneapolis, Minnesota, United States

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Work Experience

Echo Wealth Management, LLC

Senior Wealth Manager

2015-03-01 - Present

Advantage|ForbesBooks

Book Author

2020-03-01 - 2020-04-01

The Advocate Group

Senior Financial Advisor

2005-11-01 - 2015-02-01

LPL Financial

Financial Advisor

2003-02-01 - 2005-11-01

RSM McGladrey

Financial Planner

2000-11-01 - 2003-02-01

Thomson Reuters

Cost Accountant

1995-06-01 - 1997-02-01

Skills

investment management planning for corporate executives stock options personal financial planning risk management tax planning education funding planning retirement planning

Languages

English