John Zhang, AAMS®
Senior Client Service Associate
John Zhang is a Senior Client Service Associate and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client servicing. John graduated from the University of California, Santa Cruz, and earned a BA in Business Management Economics, and holds the Accredited Asset Management Specialist (AAMS) certification. He spent 13 years at Charles Schwab, with nine years as the Operations Manager at the Charles Schwab Campbell, CA office where he assumed a managerial and operations role with client-facing responsibility, recruiting, training, and overseeing the work of nine financial consultants. Outside of the office, John is a nature lover who enjoys outdoor activities such as hiking and camping.
