CFP®, CPA, MBA, MS
Fee-Only Financial Planner with offices in Portage, Battle Creek, Grand Rapids, Troy, MI and Naples, FL.
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.
Lynn Chen-Zhang is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Lynn Chen-Zhang is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Lynn Chen-Zhang is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Lynn Chen-Zhang is a Certified Public Accountant (Learn More)
A Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.
Contact Lynn Chen-Zhang
5931 Oakland Drive
Portage, MI 49024
70 W. Michigan Avenue
Battle Creek, MI 49017
2828 Kraft Avenue
Grand Rapids, MI 49512
999 Vanderbilt Beach Road
Naples, FL 34108
101 West Big Beaver Road
Troy, MI 48084