Lynn Chen-Zhang
Lynn Chen-Zhang, CFP®, CPA, PFS™, MBA, MS
CEO and Chief Compliance Officer
- 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™)
- Appointed by the Governor to the Michigan Health Endowment Fund Board, serves as treasurer and chair of the investment committee
- Board of Trustees - Western Michigan University, served as chair for two years (2021 and 2022)
- Board of Directors - Western Michigan University Foundation served as president for three years (2019, 2020, 2021). Currently, serves on the Investment Committee and the Committee on Directors
- Board of Directors, Bronson Healthcare Group, serves as vice chair for the investment committee
- Board of Directors, The Gilmore, serves as chair for the marketing committee
- Board of Directors, Southwest Michigan First
- Board of Directors, Better Business Bureau
- Director, Board of Directors, Kalamazoo Symphony Orchestra (2015-2024), also served as the chair of the Investment Committee
- Economics Advisory Council, Department of Economics, Columbia University
- Benefactor of Columbia University
- COUR Member (The Committee on University Resources) - Harvard University
- NAPFA - Registered Financial Advisor
- Ernst & Young Entrepreneur Of The Year® 2024 Michigan and Northwest Ohio Award Winner
- The Entrepreneur Of The Year® is the worlds most prestigious business award for entrpreneurs.
- Named to Investopedia's list of the top 100 Most Influential Financial Advisors of 2023*
- Awarded the 2020 Lifetime Achievement Award by Invest In Others Charitable Foundation
- Invest In Others is the premier non-profit that objectively recognizes philanthropic achievement in the financial services industry
- Named to the 2023 InvestmentNews Hot List which includes 100 all-star wealth professionals redefining success in the financial industry
- 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 in the Grand Rapids 200 for 2022. The GR 200 is a comprehensive list of the most powerful and influential leaders in West Michigan.
- 2023 Keynote Speaker for the Executive MBA Convocation Ceremony - Kellogg School of Management, Northwestern University
- Featured in The Wall Street Journal and quoted in national media and publications including CNBC, Barron's, etc.
*As reported on Investopedia July 11, 2023. Factors include reach, commitment to financial literacy, and community support.
*See Full Ranking Disclosure
Zhang Financial
5931 Oakland Drive Portage, MI 49024
List of office locations
Email: clientservice@zhangfinancial.com | Toll-Free: 888-777-0126
Minimum investment requirement: $1,000,000 in Michigan, $2,000,000 outside of Michigan.
Investment Advice offered through Zhang Financial, a Fee-Only Wealth Management Group.
