Money In Your 30’s – Captain DIY

Welcome to Money In Your 30’s, the occasional series where we on Chief Mom Officer chat with folks in their 30’s about their money situation. Taking a peek inside the personal finances of others is a fun way to learn about how different people handle money. Participants in this series also get a chance to ask questions of CMO readers, and Captain DIY has a few for you today. 

He’s a family man who’s held down a variety of different jobs – some of which I didn’t know existed (chicken wing delivery driver?) – and is working towards financial freedom in the next ten years. Like most, he’s not interested in “retiring” in the sense of never working again. Instead, he wants to shift from a physically taxing job into different lines of work, and free up his wife to take on more of the work she loves.

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Breadwinning, Six Figure, Millionaire Women – Echo Huang

Good morning everyone, and welcome to another edition of my award nominated interview series with breadwinning, six figure, millionaire women. I love this series, as I not only get to learn from these amazing women, but I have the honor of sharing their stories with the world. I sincerely hope that they help educate and inspire you as much as they do myself.

Today I’m honored to introduce Echo Huang, a financial planner with CFA charter, certified financial planner (CFP®) and CPA designations. Echo is an amazing woman who came to the US from China with $800 in her pocket, after growing up in a village without running water – and electricity. Today she’s a breadwinning, six figure earning millionaire running her own financial firm. She’s not only the breadwinner of her own family, and a mom, but she also partially supports her parents who recently immigrated to the U.S.

She’s what she calls a “tripple minority” in the financial planning business – female, Asian, and a new immigrant. And when she faced discrimination and challenges in more “traditional” financial planning firms (including being passed over for promotion and being underpaid), she found success by setting out on her own. She’s on the path to financial independence, but doesn’t want to stop working – instead she wants to make a positive difference in people’s lives.

So without further ado, let’s get to know more about Echo.

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