Tyler Soares

Soares, Tyler website 2025

Tyler Soares, CFA, cpa, CFP®

VICE PRESIDENT - INVESTMENT STRATEGY

  (269) 385-5888
  (888) 777-0126
  tyler.soares@zhangfinancial.com

  • Education:
    • Master of Accounting, Beta Gamma Sigma - The Kenan-Flagler Business School at University of North Carolina - Chapel Hill
      • Class Valedictorian
    • Bachelor of Arts (B.A.), Economics - Columbia University
      • Phi Beta Kappa
      • Magna Cum Laude
  • Professional Designations:
    • Chartered Financial Analyst (CFA)
    • Certified Public Accountant (CPA)
    • Certified Financial Planner (CFP®)
  • Previous Experience:
    • Asset Management - Wellington Management
    • Investment Banking - Morgan Stanley
Zhang Financial Team
Zhang Financial

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.