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
  • CERTIFIED FINANCIAL PLANNERTM (CFP®)
  • Certified Public Accountant (CPA)
  • Recognized as one of the Nation's Top 100 Women Financial Advisors and #1 Female Financial Advisor in Michigan by Barron's in 2014*
  • Selected as one of the country's Top 100 Women Financial Advisers by Financial Times in 20141
  • NAPFA - Registered Financial Advisor
  • Employee Stock Option Specialist
  • Ranked #1 Family Team in the Nation by Research Magazine 2005-2008**
  • Director, Board of Directors - Western Michigan University Foundation, serves on investment committee
  • Featured in The Wall Street Journal and quoted in national media and publications including CNBC and Barron’s.

*As reported in Barron's June 7, 2014.  Based on assets under management, revenue produced for the firm, regulatory record and quality of practice and philanthropic work.
**Rank based on asset management and other factors.
The 2014 Financial Times Top 100 Women Financial Advisors is an independent listing produced by the Financial Times (November, 2014).  The FT 100 is based on data gathered from firms, regulatory disclosures, and the FT's research.  As identified by the FT, the listing reflected each advisor's performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility.  Neither firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 100.

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

Submit
Submit

This Office

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

Other Offices

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