Who We Are
Menlo Park Investments (aka DrZhangFinancial.com) is your premier destination for comprehensive financial services, offering a wide array of expertise, including tax planning, asset management, risk management, and legacy planning for both families and small to mid-size business owners.
Under the leadership of Dr. Steven Zhang, a seasoned professional with a PhD in economics from Stony Brook University and over two decades of experience in the financial industry, Menlo Park Investments boasts a team of accomplished partners. Our partners include Certified Public Accountants (CPAs), Certified Financial Analysts (CFAs), Insurance Agents, Financial Advisors, and estate planning attorneys.
Since our establishment in 2015, Menlo Park Investments and its dedicated partners have assisted over 500 families in achieving their financial goals. Trust us to be your partner in securing a prosperous financial future.
Menlo Park Investments (网站 DrZhangFinancial.com) 是您全面財務服務的首選，提供廣泛的專業知識，包括稅務規劃、資產管理、風險管理以及為家庭和中小企業主提供的遺產規劃。
在由Stony Brook大學經濟學博士、在金融行業擁有20多年經驗的經驗豐富的專業人士Dr. Steven Zhang領導下，Menlo Park Investments擁有一支業績卓越的合作夥伴團隊。我們的合作夥伴包括註冊會計師（CPAs）、註冊金融分析師（CFAs）、保險代理、財務顧問以及遺產規劃律師。
自2015年成立以來，Menlo Park Investments及其專業合作夥伴已幫助超過500個家庭實現他們的財務目標。相信我們成為您在確保繁榮財務未來方面的合作夥伴。