Lynn Chen-Zhang
Lynn Chen-Zhang, CFP®, CPA, PFS™, MBA, MS
CEO and Chief Compliance Officer
- 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:
- 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
- Kellogg School of Management, Northwestern University - Global Advisory Board
- The Gilmore – Board of Directors and Chair, Marketing Committee
- Southwest Michigan First – Board Member
- Better Business Bureau – 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:
- 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.
- 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
- Ernst & Young Entrepreneur Of The Year® – 2024 Michigan & Northwest Ohio Award Winner
- 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.
