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David Marshall

Dave Marshall color

David Marshall, CFP®, CPA

Associate Vice President - Financial Planning and Private Client Services
  • Certified Financial Planner (CFP®)
  • Certified Public Accountant (CPA)
  • Bachelor of Arts - Michigan State University
  • 20+ Years in the Financial Services and Accounting Industry

Zhang Financial

5931 Oakland Drive Portage, MI 49024
List of office locations
Email: clientservice@zhangfinancial.com | 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.

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