Mitchell Zhang
Mitchell Zhang, CFP®
Vice President - Investment Strategy
- Education:
- BA in Economics, cum laude - Columbia University
- Professional Designations:
- Certified Financial Planner (CFP®)
- Professional Achievements:
- Passed Series 63, Series 7, and Series 79 Exams
- 8+ Years in the Financial Services Industry
- Previous Experience:
- Raven Capital Management - Private Equity
- Gordian Group, LLC - Investment Banking
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.
