Faces of West Michigan 2024 Special Section
CHARLES ZHANG, CFP, MBA, MSFS, ChFC — ZHANG FINANCIAL
5931 OAKLAND DRIVE, PORTAGE, MI 49024 | 269-385-5888 | ZHANGFINANCIAL.COM
Charles Zhang has confidently led his wealth management group, Zhang Financial, to the summit of the independent advisory world. In 2023 and 2021, he was 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 11 consecutive years, and in 2023 he was No. 4 on Forbes’ list of America’s Top Wealth Advisors.
Zhang’s educational background includes an MBA from Northwestern University, executive education from Harvard Business School and Columbia University, an MA in economics from WMU, and an MS in financial services. He holds prestigious designations in the financial industry, including a CFP® and a ChFC®.
With his knowledge and expertise, as well as upholding the highest fiduciary standard, it isn’t hard to see why Zhang has been recognized as one of the best advisors in the nation. See zhangfinancial.com/disclosure for full ranking criteria.
