Lynn Chen-Zhang
Lynn Chen-Zhang, CFP®, CPA, PFS™, MBA, MS
CEO
- Education:
- MBA - Kellogg School of Management, Northwestern University
- MS in Accountancy - Western Michigan University
- Executive Education - Columbia University
- Executive Education - The Wharton School of Business, University of Pennsylvania
- Professional Designations:
- Certified Financial Planner (CFP®)
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS™)
- Professional Achievements:
- Investopedia – Top 100 Most Influential Financial Advisors (2023)
- InvestmentNews Hot List – 2023
- The list includes 100 wealth professionals redefining success in the financial services industry.
- NAPFA-Registered Financial Advisor
- Leadership and Service:
- Kellogg School of Management, Northwestern University - Global Advisory Board
- Michigan Health Endowment Fund – Appointed by the Governor; Treasurer & Chair, Investment Committee
- Western Michigan University – Board of Trustees (Chair, 2021–2022)
- WMU Foundation – President (2019–2021); current member, Investment Committee & Committee on Directors
- Bronson Healthcare Group – Board of Directors and Vice Chair, Investment Committee
- The Gilmore – Board of Directors and Chair, Marketing Committee
- Southwest Michigan First – Board Member
- Kalamazoo Community Foundation - Board of Directors
- Economics Advisory Council – Department of Economics, Columbia University
- COUR Member (Committee on University Resources) – Harvard University (2016-2024)
- Kalamazoo Symphony Orchestra – Director and Chair, Investment Committee (2015–2024)
- Honors and Recognition:
- 2026 Ellis Island Medal of Honor Recipient
- Widely recognized as one of the most prestigious national honors in the United States. Past recipients include eight U.S. Presidents, multiple Nobel Prize laureates, and distinguished individuals who have made exceptional contributions across business, public service, culture, and philanthropy.
- Recipients are entered into the Congressional Record.
- 2025 Blue Cloud Award - China Institute of America
- One of the nation's most prestigious honors recognizing leaders who have made outstanding contributions to U.S. - China cultural and philanthropic exchange.
- Ernst & Young Entrepreneur Of The Year® – 2024 Michigan & Northwest Ohio Award Winner
- The Entrepreneur Of The Year® is the worlds most prestigious business award for entrepreneurs.
- 2023 Keynote Speaker – Executive MBA Convocation, Kellogg School of Management, Northwestern University
- Invest In Others Charitable Foundation – 2020 Lifetime Achievement Award
- Invest in Others is the premier non-profit that objectively recognizes philanthropic achievement in the financial services industry. This honor is awarded to one individual per year.
- Grand Rapids Business Journal – 50 Most Influential Women in West Michigan (2020)
- Michigan Women Forward – Women of Achievement and Courage Award (2019)
- Grand Rapids 200 – Recognized in 2022 as one of West Michigan’s most influential leader
- 2026 Ellis Island Medal of Honor Recipient
- Media and Press:
- Featured in The Wall Street Journal and quoted in national media sources including Barron's, Investment News, and others. See Media and Press
- Philanthropy:
- Benefactor of Columbia University
- Supporter of arts, education, and healthcare initiatives in Michigan and beyond. See Giving Back
*As reported on Investopedia July 11, 2023. Factors include reach, commitment to financial literacy, and community support.
*See Full Ranking Disclosure
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.
