Echo Zhang, CFP®, CRC®

Phone: 301-825-8919
Fax: 301-881-9887
Mobile Phone: 301-825-8919
E-mail:

Echo Zhang, a Certified Financial Planner™ and Certified Retirement Counselor®, is the founder of Echo Financial Planning Services.  Prior to establishing her independent practice, Echo Zhang was a Financial Planning Specialist at one of the industry’s premier global wealth management firms.  She has more than 15 years of working experience in the field of accounting, finance and insurance.

As a Financial Advisor, Echo believes in a holistic wealth management approach and concentrates her practice in retirement lifetime income planning, risk management, charitable giving planning, fixed income portfolio, and strategic wealth transferring.

By combining her knowledge, experience, and desire to help people live more meaningfully, Echo gives her clients to make well-informed financial decisions by providing them with personalized investment and wealth management services coupled with tailored in-depth advice.  With her diligence, high standard of ethics, knowledge, experience and her commitment to excellent services, she has earned many of her clients’ trust and confidence.

Echo believes a balanced life is the essence of happiness.  As such she is dedicated to helping her community be a better place to live and work.  She currently serves on the board of the following non-profit organizations:  Organization of Chinese Americans – Greater Washington DC Chapter, National Association of Asian Professional Women, and Frederick L.I.F.E. & Discovery.  In addition, she has been actively involved with the Hepatitis B community education program.

Echo received a Bachelor degree in Accounting from the University of Maryland University College and holds Series 7, Series 66, and life and health insurance licenses.  She is fluent in English and Chinese.

The Echo Financial Planning Services website is:  http://www.echofps.com.

The certification marks above are owned by the Certified Financial Board of Standards and are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.