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Money with Meaning: How Zhang Financial Lives and Leads with Philanthropy

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Manage episode 489529718 series 3667466
Content provided by LPL Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by LPL Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

This week, we turn our sights east to Kalamazoo, Michigan, for a conversation that's all about building something meaningful. Lynn Zhang, CEO of Zhang Financial, joins the show to share how philanthropy isn’t just a personal passion—it’s the cornerstone of their business model. From transforming Kalamazoo through cultural and educational investments to guiding clients on how to give with maximum impact, Lynn shares the journey of creating a thriving family business where intuition met systems, formal education, and an unwavering commitment to clients and the community.

Follow Matt on LinkedIn here!

  continue reading

12 episodes

Artwork
iconShare
 
Manage episode 489529718 series 3667466
Content provided by LPL Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by LPL Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

This week, we turn our sights east to Kalamazoo, Michigan, for a conversation that's all about building something meaningful. Lynn Zhang, CEO of Zhang Financial, joins the show to share how philanthropy isn’t just a personal passion—it’s the cornerstone of their business model. From transforming Kalamazoo through cultural and educational investments to guiding clients on how to give with maximum impact, Lynn shares the journey of creating a thriving family business where intuition met systems, formal education, and an unwavering commitment to clients and the community.

Follow Matt on LinkedIn here!

  continue reading

12 episodes

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