With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Annie Zhang

MBA, CRPC

Private Wealth Advisor

President of Zhang & Associates
Learn more about Annie Zhang Visit Annie Zhang's website


Our team

Fiona Cheng

Operations Manager

Kali Harper

Client Service Specialist

Andrew "Drew" Black

Client Service Specialist