Raymond Zhu


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)

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.