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Fang H

CFP®, CFA®, Series 63, Series 65

Plymouth, MN

Echo Wealth Management, LLC

Fang Huang is a financial advisor at Echo Wealth Management, LLC with 12 years of industry experience. He holds the CFP® and CFA® designations and has worked at Echo Wealth Management since 2015, following earlier roles at The Advocate Group, LLC and Cerity Partners LLC. Outside of advisory work, he operates a small non-variable insurance business. Echo Wealth Management provides investment management, financial planning, and pension consulting primarily for individual and high-net-worth clients, as well as trusts, foundations, and participant-directed retirement plans. The firm employs an evidence-based approach grounded in Modern Portfolio Theory, focusing on diversified, low-cost factor-based ETFs and incorporates advanced strategies such as option-based ETFs and structured notes.

Equity Recipients (RS/RSU, SOP, ESPP) 10b5-1 plan design Stock option exercise strategy Private / alternative investments Retirement income strategy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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