Independent. Objective. Focused On Your Goals.
Zeller Kern is an independent financial advisor that provides objective advice with an extraordinary level of personal service.
At Zeller Kern, we help individuals and families achieve their financial goals and business owners to build their wealth, minimize their taxes, and plan a business exit strategy. We work closely with physicians to systematize their practices and manage their investments.
Zeller Kern’s financial advisors hold the highest credentials backed by many years of experience. Advisor One Research Magazine, Financial Advisor Magazine, and the prestigious Paladin Registry rank us among the nation’s top wealth management firms. Our strongest recommendations come from our clients, who overwhelmingly rate our service “exceptional.”
Our business is built on integrity. Financial planners should provide advice in an environment that minimizes the potential for conflicts of interest that can happen when advisors stand to gain financially from their recommendations. We are commission-free advisors.
To learn more or schedule an appointment, contact us at (916) 436-8270 or 866-536-6131, or email us at email@example.com.
Zeller Kern’s News and Commentary
A Dismal Jobs Report and The Uncertainty of Europe September 10, 2014
Even though last week was a shortened work week, there was plenty of news that came out in the U.S. and Europe, though it didn’t appear to affect the slightly positive uptick for the Dow Jones and the S&P500 indexes. On Friday, the unemployment and jobs report was released and disappointed market participants. Only 142k jobs were created, well below expectations of 230k. Furthermore, of the 142k jobs that were created, just under half came from the lowest paying categories: education and health; leisure and hospitality; and temp jobs. The traditionally highest paying jobs of finance and information, added only 4k jobs, and manufacturing was a surprise with a total of 0 jobs added. More>
Tips to help improve retirement confidence
How confident are you that you will have enough money to retire? This short video discusses the results of a recent survey on American workers’ retirement confidence and offers concrete steps to help improve your level of confidence.
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2014