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“Now, more than ever, our job is to educate and provide strategies to combat the stress that a lot of people, especially our retirees, feel as a result of these increasingly high rates of inflation”
Lynn Chen-Zhang,
Zhang Financial
For Lynn Chen-Zhang, working in financial services had always been part of the plan.
Chen-Zhang began her career as a tax CPA before becoming a Certified Financial Planner. As CEO at Zhang Financial, she prides herself on providing clients with best-in-class financial knowledge.
Free from conflicts of interest that arise from selling proprietary products, engaging in principal trading, third party payments, revenue sharing, receiving commissions, kickbacks, or soft dollars, Zhang Financial offers clients unbiased investment plans. Chen-Zhang and her team pride themselves on providing financial advice that is best suited to clients' individual needs.
In recognition of their transparent, “open architecture” investment practices, Zhang Financial was awarded Better Business Bureau’s 2022 Torch Award for Ethics.
“The Torch Award is the most prestigious honor the BBB can present to exceptional organizations for their dedication to integrity and ethical practices,” says Chen-Zhang.
Integrity and ethics have always been of the utmost importance to the CEO, especially in times of economic uncertainty. The last 12 months have seen periods of high inflation, which Chen-Zhang claims has presented unique challenges. However, as a seasoned financial advisor, she remains guided by her duty to improve her clients’ financial literacy and help those who have worked hard their whole lives enjoy retirement.
5931 Oakland Drive, Portage, MI 49024
269 385 5888
lynn.chenzhang@zhangfinancial.com
linkedin.com/in/lynn-chen-zhang-cfp®-cpa-pfs-mba-ms-0aa9b658
zhangfinancial.com
Lynn Chen-Zhang
Chief Executive Officer
Zhang Financial
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Milestones
“I want our employees to know that our goal is to promote from within, and with hard work and determination, they can grow to become the best versions of themselves”
Lynn Chen-Zhang,
Zhang Financial
1991
2004
2014
2019–2022
Present
Master of Accountancy at Western Michigan University
1991
Master of Business Administration, Kellogg School of Business at Northwestern University
2004
Recognized as one of the Nation’s Top 100 Women Financial Advisors and the highest ranked Female Financial Advisor in Michigan by Barron’s
2014
2019: Recipient of the Women of Achievement and Courage Award by Michigan Women Forward
2019–2021: President, Board of Directors at Western Michigan University Foundation
2020: Awarded the Lifetime Achievement Award by Invest in Others Charitable Foundation; named one of the 50 Most Influential Women in West Michigan by the Grand Rapids Business Journal
2021–2022: President, Board of Trustees at Western Michigan University
2019–
2022
CEO at Zhang Financial since 1997
Named to Investopedia’s list of the Top 100 Most Influential Financial Advisors
Present
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
“Now, more than ever, our job is to educate and provide strategies to combat the stress that a lot of people, especially our retirees, feel as a result of these increasingly high rates of inflation,” she says. “My approach has always been to build a company that provides the highest value to our clients and provides our employees with opportunities to maximize their potential.”
As part of an ongoing effort to attract the best talent, Chen-Zhang has set up a system that gives younger advisors opportunities to learn and grow within her firm.
She says, “I want our employees to know that our goal is to promote from within, and with hard work and determination, they can grow to become the best versions of themselves.”
Earlier this year, Zhang Financial was ranked no. 6 on Forbes’ list of America’s Top RIA Firms for 2023. Describing the award as one of the proudest moments of her career, Chen-Zhang remains eager to continue serving her clients and building upon this year’s success.