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Lynn Chen-Zhang

Chen-Zhang_ Lynn

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

COO and Chief Compliance Officer
  • MBA - Kellogg School of Management, Northwestern University
  • MS in Accountancy - Western Michigan University
  • Executive Education - Columbia University
  • Certified Financial Planner (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS™)
  • 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
  • Employee Stock Option Specialist
  • Vice President, Board of Trustees - Western Michigan University
  • President, Board of Directors - Western Michigan University Foundation, also 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
  • Benefactor of Columbia University
  • COUR Member (The Committee on University Resources) - Harvard University
  • Board of Directors - Southwest Michigan First
  • Director, Board of Directors, Kalamazoo Symphony Orchestra, also serves on the Investment Committee
  • Featured in The Wall Street Journal and quoted in national media and publications including CNBC and Barron's.

*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.

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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.

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