Growing up and attending college in Shanghai, Charles Zhang came to the U.S. at age 21 to attend Western Michigan University on a scholarship where he got his masters in economics.
Growing up and attending college in Shanghai, Zhang came to the U.S. at age 21 to attend Western Michigan University on a scholarship where he got his masters in economics.
He started his career at Ameriprise before opening up shop as Zhang Financial through LPL Financial. Zhang also went back to school to get his master of business administration at the Kellogg School of Management at Northwestern University. Since starting his own firm, he has been working with his wife, Lynn Chen-Zhang, who is CEO and chief compliance officer. Chen-Zhang is a certified public accountant and worked at PwC and Kellogg Company before joining the firm.Zhang preaches diversification and is bullish on value stocks and small caps, using limit orders on ETFs to take advantage of volatility.
Having started in the industry in 1991 and gone independent in 2008, Zhang wishes he had pursued independence sooner. He has also learned to place a premium on picking the right clients to work with during his career. “I only have two criteria for clients,” Zhang says. “One criterion is money. The second is even more important to me, and that’s having people we enjoy working with: nice, reasonable people. I always tell new prospects to make sure I like them and they like me. This is very important. Otherwise, I don’t care if you have $20 million or $50 million–we will not take you as a client.Zhang foresees a difficult market over the next few years with outsize volatility.
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