Raymond Zhu, Ph.D, CFP®, CFA®
Senior Manager - Investment Strategy and Private Client Services
- Ph.D in Applied Economics - Western Michigan University
- Certified Financial Planner (CFP®)
- Chartered Financial Analyst (CFA)
- Previous Experience:
Manager of Risk Management - TD Bank
Economist - Ford Credit
Economist - The University of Michigan - Ann Arbor (The Institute for Research on Labor, Employment and the Economy)
5931 Oakland Drive Portage, MI 49024
List of office locations
Email: firstname.lastname@example.org | 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.