CHARLES ZHANG, CFP®, MBA, MSFS, CHFC, CLU
Founder and CEO
- Ranked Top 3 on Registered Rep's list of "America's Top 100 Independent Advisors" in August 2010.****
- Ranked by Barron's as one of the nation's Top 100 Financial Advisors nine times since the list's inception in 2004.*****
- The #1 Ranked Family Team in the Nation by Research Magazine 2005-2008.****
- Charles is the ONLY advisor in the nation selected as a top advisor by BOTH Worth Magazine and Barron's each year from 2004-2007.
- Ranked the #1 CERTIFIED FINANCIAL PLANNERTM in West Michigan by the Grand Rapids Business Journal in 2011, 2012, and 2013.****
- Ranked in the 2013, 2014, 2015 and 2016 Financial Times list of the Top 400 Financial Advisors.******
****Ranking based on assets under management and other factors.
*****As reported in Barron's April 15, 2013. Based on volume of assets overseen by the advisors and their teams, revenues generated for the firms, quality of the advisors' practices and other factors.
******Rankings based on advisors assets under management, AUM growth rate, compliance record, years of experience, industry certifications and online accessibility.
5931 Oakland Drive Portage, MI 49024
List of office locations
Email: firstname.lastname@example.org | Toll-Free: 888-777-0126
Minimum investment requirement: $1,000,000 in Michigan, $2,000,000 outside of Michigan.
Investment Advice offered through Zhang Financial, a Fee-Only Wealth Management Group.