Jerry He's Colleagues at Zhang Financial
Giselle Schlubatis
Senior Manager- Financial Planning and Private Client Services
Jerry He's Contact Details
269-385-5888
Philadelphia, Pennsylvania, United States
Zhang Financial
Jerry He's Company Details
Zhang Financial sets a new standard for your finances. Established three decades ago,* Zhang Financial has developed into a prominent industry leader while maintaining its client-centered focus. Our comprehensive, fee-only solution is built upon an academic, evidence-based investment philosophy aimed at providing the highest probability of success.For the past seven years, Charles Zhang, CFP®, has been placed in the top 10 on Barron's list of America's Top 100 Independent Wealth Advisors. Most recently he was ranked #1 in the nation.** Charles was also ranked #6 in the nation on Forbes' list of America's Top Wealth Advisors for 2021 and is the highest ranked Independent Advisor on the list.*** Zhang Financial is also known for its commitment to philanthropy.*Zhang Financial formerly operated under dba Zhang & Associates**As reported in Barron's August 22, 2015, August 27, 2016, September 15, 2017, September 14, 2018, September 16, 2019, September 12, 2020, and September, 17, 2021. The rankings reflect the volume of assets overseen by the advisors and their teams, revenues generated for the firms, quality of the advisors' practices, and other factors. ***As reported in Forbes August 16, 2021. The Forbes ranking of America's Top Wealth Advisors, developed by SHOOK Research, is 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 management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. See zhangfinancial.com/disclosure for full ranking criteria.