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Alex Zhang (CFA, CFP®, JD)

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

  • Corporate Executives
  • High Net Worth Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Education:

  • Juris Doctor (J.D.) - Harvard Law School
  • Dean's Scholar Prize in Research and Writing
  • Dean's Scholar Prize in Estate Planning Clinic
  • Bachelor of Arts (B.A.), Economics & Creative Writing - Columbia University
  • Phi Beta Kappa
  • Magna Cum Laude

Professional Designations and Licenses:

  • Chartered Financial Analyst (CFA)
  • Certified Financial Planner (CFP®)
  • Licensed to practice law in the state of Michigan.

Previous Experience:

  • Ropes & Gray
  • J.P. Morgan

Honors and Recognition:

  • Appointed by the Governor to the Growing Michigan Together Council's Higher Education Workgroup.

Additional Information

Our Mission Statement

“Our mission is to empower clients to achieve lasting financial success through objective guidance, fee-only advice, evidence-based investing, and an unwavering fiduciary commitment.”

At Zhang Financial, we aim to support our clients' financial well-being by upholding what we believe is a strict fiduciary standard of care. We receive no compensation from selling proprietary products, engaging in principal trading, third-party payments, revenue sharing, commissions, kick-backs, or soft dollars.

We strive to be a respected, independent financial services firm by providing clients with objective financial advice, first-class service, an open-architecture investment platform, and competitive pricing.

We are confident you will value working with an independent Fee-Only CERTIFIED FINANCIAL PLANNER™ practitioner and a professional staff that will always seek to put your best interests first.

NAPFA Start Date

November 10, 2025

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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.
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Visit Website Download vCard
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.

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This Office

5931 Oakland Dr Portage, MI 49024-2106 Phone: (269) 385-5888
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