Van Echols

  • CFP®

Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education

Languages: English

Van Echols began his career in financial services in 1992 after graduating with a BBA in Finance from Angelo State University. He has been a CERTIFIED FINANCIAL PLANNERTM certificant since 1996, and has also earned the Accredited Investment Fiduciary designation. Van has built a practice specializing in offering comprehensive wealth management solutions for individuals, families, and business clients.

Van takes a financial planning approach when working with his clients. “I believe that taking an independent and objective stance is much more in line with what clients seek – as opposed to representing a specific product or a company,” Van explains. “We strive to help educate and guide clients in their decision- making, and I find it much easier to recommend and implement solutions based on my clients’ priorities rather than someone else’s,” he adds.

In 2002 Van joined five other partners at PFG Advisors to help realize a shared vision of a premier comprehensive wealth management firm unique in the west Texas region. Van is able to leverage his unique areas of specialty in a practice with other professionals who have wide ranging areas of expertise. By combining this collective experience with a consultative client-centered focus, the organization is able to meet the high standard envisioned by the partners when they started the firm years ago.

The Financial Times named Van one of the Top 401 Retirement Plan Advisors in the country in 2015 in recognition of the work he does helping businesses design and manage their corporate retirement plans.

Van is a native West Texan. In his down time, he stays actively involved in youth sports and a variety of outdoor activities. He enjoys spending time with his wife Angela and sons Carson and Clayton.

He resides with his family in Lubbock, Texas

See Van’s Licenses and Disclosures

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PFG Advisors

Satellite Office

8721 Milwaukee Ave
Lubbock, TX 79424