Mike Z.
1/28/2017
I used to manage a taxable portfolio myself until Mr. Zhang was referred to me by a high net-worth friend of mine. And I've absolutely loved his service ever since. What separates Owen from the...
Owen Zhang - OZ Wealth Management
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[298 - 298] Technology Dr Ste 100
Irvine, CA 92618
OZ Wealth Management, founded in 2020 by Owen Zhang, is a registered investment firm based in Irvine, California, specializing in active investment strategies across public markets and personalized wealth management solutions. With over a decade of industry experience, the firm prioritizes its clients' interests and offers tailored financial planning to help them achieve their financial goals.
Utilizing a secure digital platform, OZ Wealth Management provides clients with easy access to fund transfers and investment performance insights. The firm emphasizes building strong relationships with clients, working collaboratively to understand their unique situations and providing appropriate financial strategies for both individuals and businesses.
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Reviews
5.019 reviews
Jihong R.
10/30/2021
Owen goes above and beyond with his experience and expertise in managing our investment accounts. He was referred by our CPA when we were filing our taxes. Owen helped us to establish defined...
Shells X.
7/13/2021
About 3 years ago, I was introduced to Owen by one of my neighbors who recently relocated from California to New York City. I have been a client of Owen for almost 2 years and continue to be...
Chris P.
6/18/2020
I have been working with Owen for over 5 years and my portfolio has out performed my other investments consistently. Owen is always available to answer my questions regarding my investment plan....
Jianxun Y.
10/29/2021
I started working with Owen on my family wealth management 2 years ago and he has been doing a great job. Owen always advised me in the right direction, especially during COVID 19 pandemic when...
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