Charles Zhang (CFP®, ChFC®, CLU, MBA, MSFS)

Charles Zhang focuses in the
following client markets or areas of practice:

Corporate Executives

Divorce Planning

High Net Worth Client Needs

Investment Advice with Ongoing Management

LGBT Couples and Families

Retirement Planning & Distribution Rules

Planning Specialties

MBA - Kellogg School of Management, Northwestern University
Executive Education - Harvard Business School
MA in Economics - Western Michigan University
Executive Education - Columbia University
MS in Financial Services - The Institute of Business and Finance.
NAPFA - Registered Financial Advisor
Charles Zhang was named the #1 Financial Advisor in Michigan by Barron's in 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, and 2021. *
Charles was ranked #1 on Barron's list of the nation's Top 100 Independent Financial Advisors for 2021 and is the highest ranked Fee-Only NAPFA-Registered Financial Advisor on the list.**
Barron's Hall of Fame
Charles was ranked the #1 Financial Advisor in Michigan by Forbes in 2018, 2019, 2020, and 2021.
Ranked #6 in the nation on Forbes' list of America's Top Wealth Advisors for 2021 and is the highest ranked NAPFA fee-only Financial Advisor and the highest ranked Independent Advisor on the list .***
Out of the more than 10,000 advisors in a leading national financial planning firm, Charles Zhang was ranked #1 by the time he was 29.
COUR Member (The Committee on University Resources) - Harvard University
Steering Committee Member for Columbia College - Columbia University
Benefactor of Columbia University
Previous adjunct professor of Finance at Western Michigan University and served on the advisory board for the Haworth College of Business.
Author of the book "Make Yourself a Millionaire"(McGraw-Hill, 2003)
Often interviewed and quoted by many national media outlets including Wall Street Journal, CNBC, New York Times, Washington Post, Chicago Tribune, Barron’s, Reuter’s, Associated Press, Forbes, Yahoo! Finance, U.S. News & World Report, CNN, MSN Money, Fox Business, PBS, and Financial Times.

Additional Information

Our Mission Statement
"The mission of Zhang Financial is to provide each of our clients with unbiased advice, excellent service, and exceptional products while serving their best interests at all times."

At Zhang Financial, we aim to benefit and enrich the lives of our clients by upholding what we believe to be the highest standard of care. We work without conflicts of interest that arise from selling proprietary products or receiving commissions, kick-backs, and soft dollars.

We strive to be a nationally recognized, highly ranked independent financial services firm by offering our clients what we believe to be unparalleled financial advice, first-class service, and an open-architecture investment platform for a competitive price.

In an industry tarnished by mistrust and deceit, we are confident you will appreciate working with an independent Fee-Only CERTIFIED FINANCIAL PLANNER™ practitioner and a professional staff that will always seek to put your best interests first. As a client of Zhang Financial, you will enjoy knowing you are receiving the best advice, service, and products available for your finances.

NAPFA Start Date

January 15, 2013

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.