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.
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.
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 and Designations
- CERTIFIED FINANCIAL PLANNER™ (CFP®) professional