Faces of West Michigan 2025 Special Section
CHARLES ZHANG, CFP, MBA, MSFS, ChFC — ZHANG FINANCIAL
5931 OAKLAND DRIVE, PORTAGE, MI 49024 | 269-385-5888 | ZHANGFINANCIAL.COM
Charles Zhang has led his wealth management firm, Zhang Financial, to the summit of the independent advisory world. In 2024, 2023, and 2021, Zhang was ranked No. 1 on Barron’s list of the nation’s Top 100 Independent Financial Advisors. Barron’s has also named Zhang the No. 1 Financial Advisor in Michigan for a staggering 12 consecutive years, from the beginning of 2013 through 2024. Forbes has ranked Zhang No. 4 on the list of America’s Top Wealth Advisors for 2024 and 2023. He is the highest-ranking fee-only advisor on the list. Zhang’s impressive educational background includes an MBA from Northwestern University, executive education from both Harvard Business School and Columbia University, a Master of Arts in economics, and a Master of Science in financial services from Western Michigan University. In addition, he holds prestigious designations in the financial industry, including CFP® and ChFC®. See zhangfinancial.com/disclosure for full ranking criteria.
