Why Work With Me?
Trust
I am conscientious in everything I do, and everything I do for my clients is driven by my passion and desire to make a difference in people's lives.
Fiduciary
As a CFP® professional, I conduct my business according to the highest standards of honesty, integrity, competence, and fairness.
Credentials
Not only I have the CFP® and CRPC™ designations, I am also hold the graduate level designation of MPAS™ and a MS in Personal Financial Planning.
Partnership
I am working in partnership with you, serving as a quarterback of your financial life, so you are empowered to fully experience life with your wealth.
Echo Krisko
CFP®, MPAS™, CRPC™
As the founder of YZ Financial Advisors, I've dedicated my career to guiding individuals and empowering women toward financial enlightenment and freedom. My goal? To ensure that your financial strategies not only reflect your values and goals but also enrich your life with purpose and integrity. By marrying financial acumen with mindful wisdom, we embark on a journey toward both financial security and spiritual fulfillment.
My passion for making a meaningful difference, coupled with a knack for innovative solutions, propelled me into the world of financial advising in 2007. The upheaval of the 2008 Financial Crisis further solidified my commitment to use my expertise for positive change in my clients' lives.
What distinguishes me in the crowded field of financial advice is my holistic view of wealth. True wealth isn't just about the balance in your bank account; it's about leading a life rich in experience, wisdom, and opportunities. This philosophy requires a broad knowledge base and a creative mindset, allowing me to integrate aspects of financial, physical, mental, emotional, and spiritual well-being into a cohesive plan.
In my multifaceted role as planner, advisor, counselor, and educator, I form a dynamic partnership with my clients. I aim to be the linchpin of their financial strategy, empowering them to make informed, thoughtful, and prudent decisions.
I view the management of my clients' finances as a profound responsibility—a privilege to be handled with the utmost care and dedication. Building lasting relationships takes time and commitment, and I ensure each client receives my undivided attention and the highest standard of service. By consciously maintaining a boutique practice, I foster deeper, more meaningful relationships that transcend mere financial transactions. My ultimate ambition? To make a positive difference in the lives of those I serve.
credentials
- Master of Science in Personal Financial Planning
- Bachelor of Science in Accounting
- Master Planner Advanced Studies™ (MPAS™)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Retirement Planning Counselor™ (CRPC™)
- FINRA Series 7 and Series 66 licensed in MD, VA, and DC
- Life Health Insurance License in MD and VA
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A LITTLE MORE ABOUT ME
Outside the professional arean, my life is rich with roles that nurture my soul and broaden my understanding of the world. A perpetual learner at heart, I find joy in discovering something new each day, whether it's a professional insight or a personal hobby. Family is the cornerstone of my life—I am a devoted mother and wife, prioritizing my loved ones above all else. My commitment to service extends beyond my profession, as I find purpose and fulfillment in volunteering, offering my time and resources to those in need.
My passions are as varied as they are fulfilling. Gardening allows me to connect with the earth, experiencing the peace and simple pleasure of growth and renewal. DIY home improvement projects feed my creative spirit, while my culinary adventures satisfy a relentless curiosity for global cultures and flavors. As a traveler, I seek out experiences that broaden my perspective and deepen my appreciation for the diversity of life. Within the walls of my home, I'm known as the go-to tech troubleshooter, a role I embrace with both pride and a bit of amusement.
These experiences enrich my life, providing lessons in empathy, compassion, and resourcefulness. They have shaped me into a person who values the essence of wealth beyond financial metrics—understanding its capacity to foster fulfillment, happiness, and security. This holistic perspective enhances my ability to guide clients toward mindful and meaningful financial decisions, recognizing the true wealth that comes from a balanced, well-lived life.
My home office is the hub from which I connect with clients, supported by the unwavering cheer of our beloved golden retriever, Annie, our designated Chief Morale Officer. Her presence is a reminder of the simple pleasures that life offers and the importance of unconditional love and loyalty in everything we do.
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WISE360 is the branding for YZ Financial Advisors, LLC (YZ Financial) which is a Registered Investment Adviser in Virginia and Maryland. Advisory services are only offered to clients or prospective clients where YZ Financial and its representatives are properly licensed or exempt from licensure.
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