Charles was ranked #1 on Barron's list of the nation's Top 100 Independent Financial Advisors for 2021 and is the highest ranked Fee-Only NAPFA-Registered Financial Advisor on the list. Charles Zhang was named the #1 Financial Advisor in Michigan by Barron's in 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, and 2023. Charles has been recognized in the Grand Rapids 200 for the past three years, 2020, 2021, and 2022. The GR 200 is a comprehensive list of the most powerful and influential leaders in West Michigan. Previous adjunct professor of Finance at Western Michigan University and served on the advisory board for the Haworth College of Business.