Profile
“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
Bryan Bibbo is a retirement planning professional who assists with estate and financial income planning. He has been educating Northeast Ohio residents on personal finance and retirement planning strategies since 2015.
Bibbo works with successful professionals, business owners, and retirees who are concerned with building and maintaining financial strategies for total wealth optimization and a reliable income source in retirement. He ensures that every client feels confident, at ease, and content with their financial future.
The partner at JL Smith holds the following designations: National Social Security Advisor, Accredited Investment Fiduciary, and Bucket Plan Certification. He advises his clients on preparing a roadmap retirement plan that encompasses withdrawals, taxes, risk tolerance, long-term care mitigation, and inflation. As there is no perfect, “set it and forget it” financial plan, Bibbo helps clients adjust their plans as laws, taxes, and the economy change.
36610 Detroit Road, Avon, OH 44011
440 934 9181
bryan@jlsmithgroup.com
linkedin.com/in/bryan-bibbo-aif®-2a145b73
jlsmithgroup.com
Bryan Bibbo
Partner and Holistic Financial Advisor
JL Smith
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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
Jun 2002 - Nov 2009
Dec 2009 - Present
May 2010 - Present
Jun 2011 - Present
Present
Financial Analyst / Executive Assistant / InternFinancial Analyst / Executive Assistant / Intern
Fintegra LLCFintegra LLC
Jun 2002 - Nov 2009
JL Smith | Holistic Wealth Management
Accredited Investment Fiduciary | Holistic Financial Advisor
Dec 2009 - Present
Financial Reporting & Analysist, Tax Practice Manager, Project Manager
May 2010 - Present
Financial Advisor Coach
Clarity 2 Prosperity Advisory Group
Jun 2011 - Present
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.
sales@icapitalnetwork.com