Colleen Echausse has been an investment adviser representative at Heritage Financial Counselors since February 2023, and is not listed among the firm’s executive officers or direct owners. Colleen Echausse holds a Master of Business Administration from Fordham University and a BA in Finance from Villanova University.
Heritage Financial Counselors, LLC is a Bedminster, NJ firm with $236M under management, 143 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Colleen F. Echausse is Director of Client Services of Heritage Financial Counselors, based in Bedminster, NJ. She joined the professional team in November 2016 as a Financial Planning Assistant. She specializes in creating and analyzing financial plans, including retirement cash flow projections, investment asset allocation, retirement account mandatory distributions and beneficiary designation review.
- – present · 3 yearsBedminster, NJ · Adviser representative · Firm CRD 288232
Professional designations
Listed by Heritage Financial Counselors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Colleen Echausse is registered as an investment adviser representative in New Jersey, since February 2023.
- New JerseySince 3 February 2023
Examinations
No examinations are on Colleen Echausse’s record.
- Full name
- Colleen Friday Echausse
- CRD
- 1812855
- Firm
- Heritage Financial Counselors · CRD 288232
- Office
- 442 MAIN STREET (ROUTE 202), Bedminster, NJ 07921
- Registration
- Investment adviser registration
- In the industry since
- February 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- heritagefinancialcounselors.com
Where does Colleen Echausse work?
Colleen Echausse is an investment adviser representative registered through Heritage Financial Counselors, LLC since February 2023, and is not listed among the firm’s executive officers or direct owners.
Is Colleen Echausse a financial advisor?
Yes. Colleen Echausse has a current investment-adviser registration in New Jersey, through Heritage Financial Counselors since February 2023.
How many years of experience does Colleen Echausse have?
Colleen Echausse has 3 years in the financial industry, since February 2023, across 1 adviser firm.
Where is Colleen Echausse based?
Colleen Echausse’s registered office is in Bedminster, NJ.
Is Colleen Echausse registered with FINRA?
No. Colleen Echausse has no current broker registration.
Is Colleen Echausse a CFP?
Heritage Financial Counselors lists Colleen Echausse with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Colleen F. Echausse, CFP®, MBA biography, heritagefinancialcounselors.com
How can I verify Colleen Echausse’s record?
Search CRD 1812855 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Colleen Echausse’s full registration record.
