Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Women's Financial Strategies
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Awards & recognition

  • Annie Zhang, Forbes Best-in-State Women Wealth Advisors, 2022,2023
  • Annie Zhang, Forbes Best-in-State Wealth Advisors, 2022,2023
  • Zhang & Associates, Ameriprise Client Experience Award, 2021
  • Annie Zhang, Forbes Top Women Wealth Advisors, 2020,2021
  • Annie Zhang, Ameriprise Circle of Success Diamond Ring, 2010
  • Annie Zhang, Ameriprise Circle of Success, 2004,2022

Community participation

Red Cross

Breast Cancer Awareness Organization

Salvation Army

Food Bank

Honored to receive recognition.

I’m excited to share that I’ve been named to the 2023 Forbes Best-in-State Women Wealth Advisors list. This list includes top advisors from across the industry who are committed to helping their clients stay focused on and achieve their long-term financial goals with confidence. Thank you to my clients for trusting me with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.