Charles Zhang
Charles Zhang is Founder and President of Zhang Financial, a fee-only wealth management group headquartered in southwest Michigan. He, along with his wife and CEO, Lynn Chen-Zhang, have built a firm with over $6.5 billion in assets under management. Under his leadership, the firm has gained recognition for its ethical practices and innovative investment strategies. Zhang is recognized as a top-ranked financial advisor by numerous financial media publications including Forbes, Barron’s, and Financial Times. He authored “Make Yourself a Millionaire,” and is regularly interviewed and quoted in numerous national media outlets. In addition to his corporate responsibilities, Zhang is an active philanthropist in his community.
Charles Zhang Professional Experience / Academic History
Professional Experience
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Founder and President
Academic History
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Master of Business Administration
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M.S.F.S., Financial Services
RECOGNITIONS
Barron's Hall of Fame 2024
Barron's Top 1,200 Financial Advisors, 2014-2025
Barron's Top 100 Independent Advisors, 2009-2024
2024 InvestmentNews Top Advisor
2024 Ernst & Young Entrepreneur of the Year® Michigan and Northwest Ohio
2021 WMU Distinguished Alumni Award Recipient
COMMUNITY INVOLVEMENT
Committee on University Resources, Harvard University
Steering Committee Member, Columbia College at Columbia University
Economics Advisory Council, Columbia University
MEDIA & PUBLICATIONS
Zhang is often interviewed and quoted by numerous financial media outlets, including the Wall Street Journal, CNBC, New York Times, and Business Insider.
He has also been featured in Forbes, Barron's, Yahoo! Finance, Washington Post, Chicago Tribune, Associated Press, U.S. News & World Report, CNN, MSN Money, Fox Business, PBS, and Financial Times.