Kolby Smith
Kolby Smith, CFP®
Managing Director - Private CLIENT SERVICES AND FINANCIAL PLANNING
- Education:
- Bachelor of Science - Taylor University
- Professional Designations:
- Certified Financial Planner (CFP®)
- Professional Achievements:
- 15+ Years in the Financial Services Industry
- Previous Experience:
- Manager/Financial Advisor - Plante Moran Financial Advisors
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.
