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Manager Overview
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The mission of Zhang Financial is to provide each of our clients with sound unbiased advice, excellent service, and unsurpassed products while acting in their best interest at all times.
At Zhang Financial we work to benefit and enrich the lives of our clients by upholding our fiduciary duty and high standard of care. We work without the constraints of proprietary products, conflicts of interest, or hidden agendas.
We strive to be a nationally recognized, highly ranked independent financial advisory firm offering our clients unparalleled financial advice, first-class service, and top-notch investment products for a competitive price.
We are confident that clients of Zhang Financial will enjoy knowing they are receiving the best solution available for their finances. |
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Experience & Disclosure
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Work Experience:
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Charles Zhang is an independent financial advisor with LPL Financial. He is recongized nationwide for his financial expertise. Charles Zhang has been ranked one of the Top 100 Financial Advisors in the nation by Barron's, Worth, and Research Magazine. In addition, Mr. Zhang is often quoted by many media sources including Wall Street Journal, Forbes, Financial Times, BusinessWeek, CNBC and PBS. |
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Academic Background:
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Charles received his MBA from Northwestern University, Kellogg School of Management. He also attended Executive Education at Harvard Business School and Columbia University. |
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Services
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Types of Investments:
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We work with our clients through a fee-based asset management program. We have a low cost approach and invest in consistent performing exchange traded funds, stocks and mutual funds. |
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Qualifications
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Certifications, Accreditations and Designations:
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Charles Zhang holds many prestigous designations including Certified Financial Planner, Chartered Financial Consultant and Certified Life Underwriter. Lynn Chen-Zhang also holds her Certified Financial Planner designation in addition to Certified Public Accountant. |
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Number of Advisors in Office:
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14 |
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Advisor's Number of Clients:
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700+ |
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Assets Managed by Advisor:
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$1 Billion |
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Compensation
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New Client Minimum Portfolio Size:
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$250,000 local area, $1,000,000 outside local area |
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Money Manager Articles
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