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


This Office

460 Ada Dr SE Suite 200 Ada, MI 49301 Phone: (616) 235-5777

Other Offices

5931 Oakland Dr Portage, MI 49024-2106 Phone: (269) 385-5888
70 Michigan Ave W Ste 100 Battle Creek, MI 49017-3619 Phone: (269) 965-0777
101 W Big Beaver Rd Fl 14 Troy , MI 48084-5253 Phone: (248) 687-1258