Lynn Chen-Zhang (CFP®, CPA, MBA, MS)

Lynn Chen-Zhang focuses in the
following client markets or areas of practice:

Business Owners

Corporate Executives

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Women's Financial Planning Issues

Planning Specialties

MBA - Kellogg School of Management, Northwestern University
MS in Accountancy - Western Michigan University
Executive Education - Columbia University
Executive Education - The Wharton School of Business, University of Pennsylvania
Certified Financial Planner (CFP®)
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS™)
Awarded the 2020 Lifetime Achievement Award by Invest In Others Charitable Foundation
Named one of the 50 Most Influential Women in West Michigan for 2020 by the Grand Rapids Business Journal
Recipient of the 2019 Women of Achievement and Courage Award by Michigan Women Forward
Recognized as one of the Nation's Top 100 Women Financial Advisors and the highest ranked Female Financial Advisor in Michigan by Barron's in 2014*
NAPFA - Registered Financial Advisor
President, Board of Trustees - Western Michigan University
President, Board of Directors - Western Michigan University Foundation, also serves on the Investment Committee and the Committee on Directors
Economics Advisory Council, Department of Economics, Columbia University
Steering Committee Member for Columbia College - Columbia University
Benefactor of Columbia University
COUR Member (The Committee on University Resources) - Harvard University
Board of Directors - Southwest Michigan First
Director, Board of Directors, Kalamazoo Symphony Orchestra, also serves as the chair of the Investment Committee
Featured in The Wall Street Journal and quoted in national media and publications including CNBC and Barron's

Additional Information

Our Mission

"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."

In an industry tarnished by mistrust and deceit, we are confident you will appreciate working with independent Certified Financial Planners(CFP®) and professional staff that will truly put your best interests first.

NAPFA Start Date

May 15, 2014

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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.