Robert Nelson

Nelson, Robert website 2018

Rob Nelson, CFA, CFP®, MBA

Associate Vice President - Investment Strategy and Private Client Services
  • CERTIFIED FINANCIAL PLANNER TM (CFP®)
  • Certified Financial Analyst (CFA)
  • MBA - Clarkson University
  • Bachelor of Science in Accounting - State University of New York
  • 25+ years in the Financial Services Industry
  • Previous Experience:
    • Wealth Management Director - RSM US LLP
    • Vice President and Portfolio Manager - 1st Source Corporation Investment

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.