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 and 2017. *
  • Charles was ranked #4 on Barron's list of the nation's Top 100 Independent Financial Advisors for 2017 and is the highest ranked Fee-Only NAPFA-Registered Financial Advisor on the list.**
  • Ranked #8 in the nation on Forbes' list of America's Top Wealth Advisors for 2017 and is the highest ranked NAPFA fee-only Financial Advisor on the list .***
  • Out of the more than 12,000 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 sound unbiased advice, excellent service, and exceptional products while acting in their best interest at all times."

In an industry that has been 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

January 15, 2013

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This Office

70 Michigan Ave W Ste 100 Battle Creek, MI 49017-3619 Phone: (269) 965-0777

Other Offices

999 Vanderbilt Beach Rd Ste 200 Naples, FL 34108-3512 Phone: (888) 777-0126
5931 Oakland Dr Portage, MI 49024-2106 Phone: (269) 385-5888
2828 Kraft Ave SE Ste 100 Grand Rapids, MI 49512-7700 Phone: (616) 235-5777
101 W Big Beaver Rd Fl 14 Troy , MI 48084-5253 Phone: (248) 687-1258