James Walsh

James Walsh

James Walsh, CMFC

Associate Director - Client Services, Financial Advisor
  • Bachelor of Arts and Sciences - Western Michigan University
  • Passed Series 7, 31, and 66 Exams
  • 15+ Years in the Financial Industry
  • Previous Experience:
    Financial Advisor with Morgan Stanley
    Plan Consultant to the State of Michigan, Governmental Markets (CitiStreet)

Zhang Financial

5931 Oakland Drive Portage, MI 49024
Email: clientservice@zhangfinancial.com | Toll-Free: 888-777-0126

 

Minimum investment requirement: $500,000 in Michigan, $1,000,000 outside of Michigan.
Investment Advice offered through Zhang Financial, a Fee-Only Wealth Management Group.