Lynn Chen-Zhang


Lynn Chen-Zhang, CFP®, CPA, PFS™, MBA, MS

CEO and Chief Compliance Officer
  • 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
  • Certified Financial Planner (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS™)
  • Named to Investopedia's list of the top 100 Most Influential Financial Advisors of 2023*
  • Awarded the 2020 Lifetime Achievement Award by Invest In Others Charitable Foundation
    • Invest In Others is the premier non-profit that objectively recognizes philanthropic achievement in the financial services industry
  • Named to the 2023 InvestmentNews Hot List which includes 100 all-star wealth professionals redefining success in the financial industry
  • Named one of the 50 Most Influential Women in West Michigan for 2020 by the Grand Rapids Business Journal
  • Recipient of the 2019 Women of Achievement and Courage Award by Michigan Women Forward
  • Recognized as one of the Nation's Top 100 Women Financial Advisors and the highest ranked Female Financial Advisor in Michigan by Barron's in 2014**
  • NAPFA - Registered Financial Advisor
  • President, Board of Trustees - Western Michigan University (2021, 2022)
  • President, Board of Directors - Western Michigan University Foundation (2019, 2020, 2021), currently serves on the Investment Committee and the Committee on Directors
  • Economics Advisory Council, Department of Economics, Columbia University
  • Steering Committee Member for Columbia College - Columbia University (2016 - 2022)
  • Benefactor of Columbia University
  • COUR Member (The Committee on University Resources) - Harvard University
  • Lynn Chen-Zhang has been recognized in the Grand Rapids 200 for 2022.  The GR 200 is a comprehensive list of the most powerful and influential leaders in West Michigan.
  • Board of Directors - Southwest Michigan First
  • Director, Board of Directors, Kalamazoo Symphony Orchestra, also serves as the chair of the Investment Committee
  • Board of Directors, Bronson Healthcare Group
  • Board of Directors, The Gilmore
  • Featured in The Wall Street Journal and quoted in national media and publications including CNBC, Barron's, etc.


*As reported on Investopedia July 11, 2023. Factors include reach, commitment to financial literacy, and community support.
** As reported in Barron's June 7, 2014. Based on assets under management, revenue produced for the firm, regulatory record and quality of practice and philanthropic work.

*See Full Ranking Disclosure

Zhang Financial

5931 Oakland Drive Portage, MI 49024
List of office locations
Email: | 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.