A Fee-Only Wealth Management Group
Charles Zhang - #1 Independent Financial Advisor
in the Nation by Barron’s*
Serving the Entire
Naples Area
Naples Office
(239) 325-1826
Home Office
(888) 777-0126
Our Zhang Financial Team Visit us at
www.zhangfinancial.com
Fee-Only Unbiased Investment Advice
• We uphold a Fiduciary Standard and work with clients on a fee-only basis.
• We do not receive commissions, kick-backs, or soft dollars from product sales, eliminating inherent conflicts of interest.
Credibility & Professionalism
• Our team of professionals holds designations and degrees such as CFP®, CFA, CPA, MBA, and PhD.
• Charles received his MBA from Northwestern University (Kellogg), his MA in Economics from Western
Michigan University, and Executive Education from Harvard Business School and Columbia University.
• Economics Advisory Council, Department of Economics, Columbia University.
Charles Zhang, CFP®, MBA, MSFS, ChFC
• Ranked #1 on Barron’s list of America’s TOP Independent Advisors and is the
highest ranked NAPFA-Registered Fee-Only Advisor on the list.*
• Ranked #6 in the nation on Forbes’ list of TOP Wealth Advisors
and is the ONLY Independent Advisor in the top 10.**
Minimum investment: $2,000,000 Founder and President
Assets under custody of LPL Financial, TD Ameritrade, and Charles Schwab.
*As reported in Barron’s September 17, 2021. Based on assets under management, revenue produced for the firm, regulatory record, quality of practices, and other factors.
For fee-only status see NAPFA.org.
**As reported in Forbes August 24, 2022. The Forbes rankings, developed by SHOOK Research, are based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due
diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under manage-
ment, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients.
See zhangfinancial.com/disclosure for full ranking criteria.
welcome to our world
John R. Wood Properties is now an affiliate of Christie’s International
Real Estate, the preeminent global brokerage for luxury buyers and
sellers. As a customer, you will have seamless access to the world’s
foremost brand in homes and estates, fine art and luxury goods.
Welcome to John R. Wood Christie’s International Real Estate.
THE UNRIVALED LEADER IN REAL ESTATE
johnrwood.com
The words you are searching are inside this book. To get more targeted content, please make full-text search by clicking here.
Discover the best professional documents and content resources in AnyFlip Document Base.
Search