Lynn Chen-Zhang| CFP®, CPA, MBA, MS
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Our Other NAPFA Members
Portage, MI 49024
Battle Creek, MI 49017
Grand Rapids, MI 49512
Naples, FL 34108
Troy, MI 48084
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Lynn Chen-Zhang is a Fee Only Financial planner in Portage, MI. Lynn Chen-Zhang is a NAPFA-Registered Financial Advisor.
- MBA - Kellogg School of Management, Northwestern University
- MS in Accountancy - Western Michigan University
- Executive Education - Columbia University
- CERTIFIED FINANCIAL PLANNER tm (CFP®)
- Certified Public Accountant (CPA)
- Recognized as one of the Nation's Top 100 Women Financial Advisors and #1 Female Financial Advisor in Michigan by Barron's in 2014*
- Selected as one of the country's Top 100 Women Financial Advisers by Financial Times in 20141
- NAPFA - Registered Financial Advisor
- Employee Stock Option Specialist
- Ranked #1 Family Team in the Nation by Research Magazine 2005-2008**
- Director, Board of Directors - Western Michigan University Foundation, serves on investment committee
- Featured in The Wall Street Journal and quoted in national media and publications including CNBC and Barron’s.
*As reported in Barron's June 7, 2014. Based on assets under management, revenue produced for the firm, regulatory record and quality of practice and philanthropic work.
**Rank based on asset management and other factors.
1 The 2014 Financial Times Top 100 Women Financial Advisors is an independent listing produced by the Financial Times (November, 2014). The FT 100 is based on data gathered from firms, regulatory disclosures, and the FT's research. As identified by the FT, the listing reflected each advisor's performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 100.
Zhang Financial sets a new standard for your finances. Established more than two decades ago,1 Zhang Financial has developed into a prominent industry leader while maintaining its client-centered focus. Zhang Financial is ranked one of the Top 300 Registered Investment Advisors in the nation by Financial Times.* For the past four years, Charles Zhang, CFP®, has been consistently placed in the top 20 on Barron's list of America's Top 100 Independent Wealth Advisors and is currently the highest ranking fee-only NAPFA-Registered Financial Advisor on the list.**
With more than $2 billion in assets under management,2 Zhang Financial takes pride in working without conflicts of interest, proprietary products, investment banking and other questionable business practices. We are committed to upholding a fiduciary standard, providing our clients with customized and unbiased financial advice, first class service and an open-architecture investment platform for a competitive price. Ranked as Michigan's #1 Financial Advisor,†Charles Zhang provides personalized investment recommendations to every client in our firm. Your assets are in the custody of LPL, the largest independent broker dealer in the industry, or TD Ameritrade, an industry leader in technology and client service.
1 Zhang Financial formerly operated under dba Zhang & Associates
2 Zhang Financial's regulatory Assets Under Management can be found in Item 5.F of Zhang Financial's Form ADV 1, available at http://www.adviserinfo.sec.gov.
†As reported in Barron's February 18, 2013, February 22, 2014, February 23, 2015 and March 5, 2016. Based on assets under management, revenue generated for advisors' firms, quality of practices and other factors.
*FT 300 Disclosure: The 2015 Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2015). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT's research. As identified by the FT, the listing reflected each practice's performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
**As reported in Barron's August 25, 2012, August 24, 2013, August 23, 2014 and August 24, 2015. The rankings reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, the quality of the advisors' practices and other factors.