Sacramento Financial Advisors Zeller Kern
Paladin Registry Five Star Advisor logo
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
 

Directions to Zeller Kern's Office:
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 info@zellerkern.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>


Tax tips video for 2010

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