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About You

Your passion lies in science, technology and research — not necessarily financial planning and managing investments.

Could you do it if you had to?

Sure, but having a professional to help with your finances gives you one less thing to worry about and more time to spend enjoying family and the pursuit of a life you love.

Are you wondering about these questions?

  • What should I do with my stock options and RSU’s?
  • How much should I save this month to retire in 10 years?
  • Should I invest my bonus or keep it in cash?
  • Is this a good time to buy a home or refinance?
  • How do I get the most out of my company benefit package?
  • What is best way to finance my children’s education?
  • How can I reduce my taxes?
  • How do I protect my family in times of uncertainty?
  • How can I use my resources to create a social impact & legacy?

Often these decisions can be confusing, difficult and stressful. I can help you make important financial decisions with ease and confidence.

Stop wondering and let's start planning.

Get Started

About Michelle Cho, CFP®, ChSNC

I am the founder of Echo Wealth Solutions, the financial advisory company for women in STEM. 

I provide women in STEM with the comprehensive plan and ongoing support they need to make financial decisions with ease and confidence.

I am a Certified Financial Planner™ and Chartered Special Needs Consultant, and hold a Bachelor of Sciences in Physics from the University of California San Diego. I pursued advanced studies at Cornell in High Energy Physics for a couple of years.  Prior to becoming a financial planner, I also worked in the IT industry, business development, and hedge fund. 

As a successful woman with STEM background, I was great at making money, but not so skilled at managing money. After hitting a financial rough patch in my 30s, as a single mom with a 3-year-old son to provide for, I discovered the importance of building true financial independence.  Today I am on a mission to help women in STEM turn their earning power into real, long lasting wealth that can give them financial freedom and power to create a meaningful impact. 

Outside work, I enjoy reading, travel, snowboarding, hiking and spending time with my son, Kenneth.  I also support and volunteer at Global Children Foundation and Coin Tree, non-profits that are dedicated to improving the children’s lives around the world.  My vision in life is promoting equity in the world—social, economic and health-wise, so that everyone can enjoy abundance and freedom.

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About Michelle Cho, CFP®, ChSNC

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I am the founder of Echo Wealth Solutions, the financial advisory company for women in STEM. 

I provide women in STEM with the comprehensive plan and ongoing support they need to make financial decisions with ease and confidence.

I am a Certified Financial Planner and Chartered Special Needs Consultant, and holds a Bachelor of Sciences in Physics from the University of California San Diego. I pursued advanced studies at Cornell in High Energy Physics for a couple of years.  Prior to becoming a financial planner, I also worked in the IT industry, business development, and hedge fund. 

As a successful woman with STEM background, I was great at making money, but not so skilled at managing money. After hitting a financial rough patch in my 30s, as a single mom with a 3-year-old son to provide for, I discovered the importance of building true financial independence.  Today I am on a mission to help women in STEM turn their earning power into real, long lasting wealth that can give them financial freedom and power to create a meaningful impact. 

Outside work, I enjoy reading, travel, snowboarding, hiking and spending time with my son, Kenneth.  I also support and volunteer at Global Children Foundation and Coin Tree, non-profits that are dedicated to improving the children’s lives around the world.  My vision in life is promoting equity in the world—social, economic and health-wise, so that everyone can enjoy abundance and freedom.

Our work together is a collaborative process. Our process begins with what's important to you - YOUR GOALS AND DREAMS and combined with our financial expertise takes you through a six step process.

    Tired of feeling like you're on the money treadmill?

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