Sacramento Financial Advisors Zeller Kern
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Sacramento Wealth Manager Five Star
Sacramento Magazine
names Zeller Kern a
Five Star Wealth ManagerSM
four years in a row.

Top Financial Advisory Firms 2008-10
Advisor One
Research Magazine

ranks Zeller Kern among the
nation’s top financial advisory
firms five years in a row

NABCAP Premier Advisor
Member of
Financial Planning Association
of Northern California

Sacramento Estate
Planning Council

A Registered Investment Adviser

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Sacramento Financial Advisors

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We Specialize in:

Retirement Planning

Business Exit & Succession Planning

Investment Management

Family Wealth Preservation
& Transfer Solutions

Tax Reduction Solutions for
Business Owners and Physicians

Asset Protection Planning

Retirement Plan Consulting

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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

Zeller Kern’s News and Commentary

A Precarious Financial System with a Growing Economy

July 16, 2014

The times we are living in are certainly unique and unprecedented. There are positive trends within our economy that are surrounded by a financial system that has very risky attributes. We will briefly cover these in this issue. But first, we should mention that this is a big week for financial news. We will see data released on business inventories, retail sales, and a potpourri of earnings that include the big banks. Furthermore, Janet Yellen will be testifying in front of Congress, which may cause some volatility in the market. More>

Tax tips video for 2010Getting money out of your 401(k) or 403(b) plan

This short video discusses the four ways you can take money out of your 401(k) o 403(b) plan: withdrawals while you are still working, plan loans, payments when you leave your job, and required distributions. You’ll learn about penalties for early withdrawal, tax consequences, how and when withdrawals may be taken, and more.
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2014