Katie Richards
Katie Richards, CEPA
Manager - Institution, Tax and Client Services
- Education:
- Bachelor of Arts in Public Accounting – Hope College
- Professional Designation:
- CEPA – Certified Exit Planning Advisor
- Professional Achievements:
- 10+ Years in the Financial Services and Accounting Industry
- Previous Experience:
- Tax Associate for BDO USA, LLP
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.
