Senior Client Service Associate and Financial Planner
- Bachelor of Science in Economics - Wharton School of Business, University of Pennsylvania
- Financial Advisor with an Independent Financial Planning Firm, Passed Series 65, 63 and 6 Exams
5931 Oakland Drive Portage, MI 49024
List of office locations
Email: email@example.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.