Charles Zhang
Charles Zhang is recognized nationwide for his expertise in the financial planning industry. In 2018, Forbes ranked Zhang as Michigan's #1 Financial Advisor on their list of Best-In-State Wealth Advisors. He is often interviewed and quoted by many national media sources and publications including Wall Street Journal, CNBC, New York Times, Washington Post, Chicago Tribune, Barron's, Reuters, Associated Press, Forbes, Yahoo! Finance, U.S. News & World Report, CNN, MSN Money, Fox Business, PBS, and Financial Times.
Charles Zhang Professional Experience / Academic History
Professional Experience
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Founder and CEO
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MBA
- Charles Zhang was named the #1 Financial Advisor in Michigan by Barron's in 2013, 2014, 2015, 2016, 2017, 2018, and 2019.
- Charles was ranked #2 on Barron's list of the nation's Top 100 Independent Financial Advisors for 2019 and is the highest ranked Fee-Only NAPFA-Registered Financial Advisor on the list.
- Barron's Hall of Fame
- Ranked #6 in the nation on Forbes' list of America's Top Wealth Advisors for 2019. He is the highest ranked NAPFA-Registered fee-only Financial Advisor and the highest ranked Independent advisor on the list.
- Out of more than 10,000 advisors in a leading national financial planning firm, Charles Zhang was ranked #1 by the time he was 29.