Katie Richards

Assistant Manager - Tax and Client Services at Zhang Financial - Portage, Michigan, US

Katie Richards's Colleagues at Zhang Financial
Viet Nguyen

Senior Client Service Associate

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Kolby Smith

Associate Vice President

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Linda Drenth

Associate Vice President - Tax and Client Services

Contact Linda Drenth

Levi Hendershott

Senior Manager - Financial Planning and Client Services

Contact Levi Hendershott

Kyle Mack

Client Service Associate

Contact Kyle Mack

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Katie Richards's Contact Details
HQ
(269) 385-5888
Location
Grand Rapids, Michigan, United States
Company
Zhang Financial
Katie Richards's Company Details
Zhang Financial logo, Zhang Financial contact details

Zhang Financial

Portage, Michigan, US • 54 Employees
Financial Services

Zhang Financial sets a new standard for your finances. Established three decades ago, * Zhang Financial has developed into a prominent industry leader while maintaining a 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. Charles Zhang, CFP®, was ranked #1 on Barron’s list of the nation's Top 100 Independent Wealth Advisors for 2023 and has been ranked in the Top 10 every year since 2015.** Charles was also ranked #4 in the nation on Forbes' list of America's Top Wealth Advisors for 2024 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, September 17, 2021, September 16, 2022, and September 15, 2023. Based on assets under management, quality of practices, revenue that advisors generate for their firms and other factors. *** As reported in Forbes April 3, 2024. The ranking, developed by our partner Shook Research, is based on in-person and telephone due-diligence meetings and a ranking algorithm for advisors who have a minimum of seven years of experience. We consider client retention, industry experience, compliance records and firm nominations as well as quantitative criteria such as assets under management and revenue generated for their firms.

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Frequently Asked Questions about Katie Richards
Katie Richards currently works for Zhang Financial.
Katie Richards's role at Zhang Financial is Assistant Manager - Tax and Client Services.
Katie Richards's email address is ***@zhangfinancial.com. To view Katie Richards's full email address, please signup to ConnectPlex.
Katie Richards works in the Financial Services industry.
Katie Richards's colleagues at Zhang Financial are Viet Nguyen, Kolby Smith, Charles Zhang, Amanda Hartman, Linda Drenth, Levi Hendershott, Kyle Mack and others.
Katie Richards's phone number is (269) 385-5888
See more information about Katie Richards