Analyst and Client Service Associate
- Master of Science in Finance - Johns Hopkins University
- Bachelor of Arts in General Business - Western Michigan University
- Passed CFA Level 3
- U.S. Army - 82nd Airborne Division - Sergeant
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.