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 firstname.lastname@example.org.
Zeller Kern’s News and Commentary
Bubbles Can Be Confusing
April 17, 2014
With all sorts of things happening in the world and financial markets, it can make us all a little confused and uncertain as to where we are within this current market cycle, which is in its fifth year. It’s anyone’s guess as to where we are. The bulls are urging to buy on the dips, and that tactic may still have some juice in it. Charles Biderman of Trim Tabs thinks so. Recently, he pointed out that, because of major tax increases, many investors have had to liquidate investments within the past week to compensate for the significant tax bill that they must pay to Federal and State governments. More>
Market turbulence can be difficult for investors. This short video discusses ways to stay on track with your goals during volatile periods, including managing anxiety, evaluating your asset allocation, and using market volatility to fine-tune your portfolio.