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Charles Zhang

Charles Zhang

Formal First Name
Charles
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Location
Kalamazoo
Charles Zhang is the Founder and President of Zhang Financial, a nationally recognized fee-only wealth management firm headquartered in Southwest Michigan. Together with his wife and CEO, Lynn Chen-Zhang, he has built the firm into a powerhouse with over $6.5 billion in assets under management, serving clients nationwide. Under his leadership, Zhang Financial has earned widespread recognition for its ethical fiduciary practices, evidence-based investment strategies, and client-first approach. Zhang is consistently ranked among the top financial advisors in the United States by leading financial media outlets, including Forbes, Barron’s, and the Financial Times. He is also the author of Make Yourself a Millionaire, a widely acclaimed personal finance guide, and is frequently interviewed and quoted in national media for his market insights and expertise. Beyond his professional achievements, Zhang is a committed philanthropist and community leader, supporting various educational, cultural, and charitable initiatives in his region.

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