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
Looks Can Be Deceiving
October 30, 2014
As October of 2014 is nearing completion, the market has made a partial rebound off of the lows experienced earlier this month. The market rebounded due to a massive short covering last week as investors and the algos (algorithmic trading) responded to remarks made by the Fed and by Mario Draghi of the ECB (European Central Bank). Investors remain severely addicted to quantitative easing (QE) that artificially injects money into the stock market by the Fed and other Central banks around the world. Investors respond to any statements made by the central bankers that spur hope that they will continue to print money and kick the market higher. 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