Colleen F. Echausse
CFP®, MBA
Director of Client Services
Colleen joined the professional team at Heritage Financial Counselors in November 2016 as a Financial Planning Assistant and is now a CERTIFIED FINANCIAL PLANNER™ professional. She specializes in creating and analyzing financial plans including retirement cash flow projections, investment asset allocation, retirement account mandatory distributions and beneficiary designation review.
Passionate About Excellence
Colleen joined the professional team at Heritage Financial Counselors in November 2016 as a Financial Planning Assistant and is now a CERTIFIED FINANCIAL PLANNER™ professional. She specializes in creating and analyzing financial plans including retirement cash flow projections, investment asset allocation, retirement account mandatory distributions and beneficiary designation review.
Colleen received a Master of Business Administration (MBA) from Fordham University, Gabelli School of Business, and holds a BA in Finance from Villanova University. Colleen also holds a Certificate of Completion in the Certified Financial Planning Curriculum at The American College.
Colleen's previous career experience includes various roles in mutual fund valuation and accounting with TIAA/CREF and global custody at JP Morgan Chase. This institutional experience provides her with deep knowledge of investment operations and client service best practices.
Areas of Expertise
Specialized knowledge and services tailored to help clients navigate their unique financial challenges and opportunities.
Financial Planning Analysis
- Retirement cash flow projections
- Investment asset allocation strategies
- Retirement account mandatory distributions
- Beneficiary designation review and optimization
Client Services & Operations
- Comprehensive client relationship management
- Financial plan creation and analysis
- Institutional investment operations experience
- Client service excellence and support
Education & Professional Journey
Colleen received a Master of Business Administration (MBA) from Fordham University, Gabelli School of Business, providing her with advanced business and financial management expertise. She holds a BA in Finance from Villanova University, giving her a strong foundation in financial analysis and planning.
She also holds a Certificate of Completion in the Certified Financial Planning Curriculum at The American College, demonstrating her commitment to comprehensive financial planning education. Her previous career experience includes various roles in mutual fund valuation and accounting with TIAA/CREF and global custody at JP Morgan Chase.
Beyond the Office
Active in her community, Colleen has served on the Board of Trustees of the Westfield United Fund, the PTO Board and the Junior League of Elizabeth-Plainfield NJ. She is also involved in a number of community service activities at Holy Trinity Catholic Church in Westfield, NJ. Colleen resides in Westfield, NJ, and enjoys spending time with her husband and their four children.
Licenses & Designations
CERTIFIED FINANCIAL PLANNER™
CFP® Professional
Comprehensive financial planning and analysis expertise
Master of Business Administration
MBA - Fordham University
Gabelli School of Business advanced business education
Bachelor of Arts in Finance
BA Finance - Villanova University
Strong foundation in financial analysis and planning
CFP Curriculum Certificate
The American College
Certificate of Completion in Certified Financial Planning
Like What You Are Reading?
We would love to have a conversation.
Our financial counseling approach provides you with clarity regarding financial matters, so you can focus more purposefully on life matters.
Let's Schedule a Time to Talk
We're here to help you navigate life's financial challenges and opportunities. Reach out today to start building your comprehensive financial plan.
