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
Where There is a Will There is a Way
March 5, 2014
Before we get into the increasing precariousness of the stock market, geopolitical conditions and financial system, it might be interesting to briefly visit the discussion of one of the four major positive trends in the economy and the U.S. which are Energy/Energy Alternatives, Manufacturing, Personalized Medicine, and Education Technology. These aren’t the only positive trends for growth, but they are the four major trends that our firm has identified or acknowledged and keep track of for their progress. 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.