Discover the 2025 & 2026 recognition collection.Explore the honors
100FORTUNEBROKERS
Charles Zhang
Sourced professional profile

Charles Zhang

Founder & President

Visit firm website
Request introduction
Campaign kit
Update profile details
Professional background

Meet Charles.

Charles Zhang is the founder and president of Zhang Financial. The firm describes its practice as fee-only wealth management, with investment, financial planning, tax, and estate planning capabilities.

Also known professionally as Charles C. Zhang.

View professional source
At a glance

Before your first conversation.

Areas of focus
Wealth management · Financial planning
Credentials recorded in sources
Not recorded in this profile.
Investment minimum
Confirm directly with the firm.
Fees & compensation
Request the current fee schedule and compensation disclosures.
Contact verification
Confirm current details before relying on this listing.
Portrait source
Photo matched to official biography · 2026-09-16
Industry recognition

Awards & distinctions.

Issued by the organizations named above, with their own selection criteria. Explore the recognition guide.

Make the first conversation count.

01Which services do you offer for someone with my goals?

02How do your fees and other compensation work?

03Who will I work with, and how often will we meet?

Read the full conversation guide
The listed firm
Zhang Financial logo

Zhang Financial

1 listed professional

Zhang Financial is a fee-only wealth management firm based in Portage, Michigan. Its professional team coordinates investment management and financial planning with tax and estate planning considerations.

Research before you connect.

Professional sources reviewed September 16, 2026. Location: Firm headquarters listed on official website. Listing does not imply participation, endorsement, or availability for new clients.

Portrait from the linked professional or editorial source. Rights remain with the original owner.