About Tony Zhang
Drawing on a decade of experience addressing the complex financial needs of highly affluent families and their business entities. Tony Zhang provides holistic, cross-border wealth management solutions to an elite clientele of Asian and Asian-American executives and entrepreneurs. These efforts include the development of highly customized global asset management strategies, and pre-liquidity wealth management solutions. With a special focus on family wealth planning, Tony and his team serve as a virtual family office, solving complex financial puzzles for their clients. This often involves working closely with the specialists in Morgan Stanley Family Office Resources, as well as a select group of outside global CPAs and attorneys, to deliver sophisticated international tax, trust and estate planning advice.
Thanks to the trust his clients have place in him and his team, Tony was named a Forbes Best-In-State Wealth Advisor for 2021, 2022, 2023, and 2024m and a Forbes Top Next-Gen Advisor in America from 2020 – 2023, and he was highly ranked in the Financial Planning Magazine “Top 40 Brokers Under 40” in 2022 and 2023.
Tony was born and raised in China and came to the U.S. to earn his MBA from the University of Southern California. He strongly believes in giving back. He has been a contributor to the Bowers Museum. He has volunteered as a mentor for the Career Advantaged Program at USC Marshall Business School since 2013 and served on the board of the USC Asian Pacific Alumni Association. Tony and his wife have also established the “Tony and Shirley Zhang Family Endowed Scholarship Fund” at the University of Southern California, and is a President Circle member at the Huntington Hospital of Pasadena.
Tony is a frequent guest speaker at the University of Southern California, the University of California Los Angeles and other prominent universities. He is a member of the California Club, San Gabriel Country Club, and Caltech Associates.
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Disclosures:
2020-2023 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2020-2023). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
2021-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2021-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Financial Planning 2022-2023 Top 40 Brokers Under 40: Financial Planning (February 2022-2023) Data compiled by Financial Planning based on time period from 02/02/2021 – 02/01/2023.
Securities Agent: CA, SD, TX, MA, FL, DE, VA, NY, MD, DC, NJ, NV, MI, HI, AK, NC, WA, PA, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 1275669
CA Insurance License #: 0M76595