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™)
Kellogg School of Management, Northwestern University – Global Advisory Board
Michigan Health Endowment Fund – Appointed by the Governor; Treasurer & Chair, Investment Committee
Western Michigan University – Board of Trustees (Chair, 2021-2022)
WMU Foundation – President (2019-2021), current member, Investment Committee & Committee on Directors
Bronson Healthcare Group – Board of Directors and Vice Chair, Investment Committee
The Gilmore – Board of Directors and Chair, Marketing Committee
Southwest Michigan First – Board of Directors
Kalamazoo Community Foundation – Board of Directors
Economics Advisory Council – Department of Economics, Columbia University
China Institute of America – Board Trustee, Chair of Finance Committee
COUR Member (The Committee on University Resources) – Harvard University (2016-2024)
Kalamazoo Symphony Orchestra – Director and Chair, Investment Committee (2015-2024)
2026 Ellis Island Medal of Honor Recipient: Recognized by the Ellis Island Honors Society for her contributions to business, public service, and philanthropy. Past recipients include eight U.S. Presidents, multiple Nobel Prize laureates, and other notable individuals. Recipients are entered into the Congressional Record
2025 Blue Cloud Award: Recognized by the China Institute of America for her contributions to U.S.-China cultural.

Additional Information

Our Mission

"The mission of Zhang Financial is to provide each of our clients with unbiased advice, excellent service, and exceptional products while serving their best interests at all times. We strive to find the best strategies to help our clients achieve their financial goals in the most efficient and effective ways possible."

At Zhang Financial, we aim to benefit and enrich the lives of our clients by upholding what we believe to be the highest fiduciary standard of care. We eliminate the conflicts of interest inherent with commission-based models. We receive no compensation from selling proprietary products, engaging in principle trading, third-party payments, revenue sharing, commissions, kick-backs, or soft dollars.

We strive to be a nationally recognized, independent financial services firm by offering our clients what we believe to be unparalleled financial advice, first-class service, and an open-architecture investment platform for a competitive price.

We are confident you will appreciate 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

May 15, 2014

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