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
January 7, 2015
We are off to the races, as 2015 gets into full gear. With 2014 now past us, all eyes and minds are on what 2015 will bring us. Last year was a mixed bag of performances with assets which brought positive returns for U.S equities, but negative returns for the majority of international markets and commodity assets. However, U.S. equities gave us positive returns only after a number of “V” shaped corrections, brought on by central bank intervention, ah la the Bank of Japan going into money printing mode. The last market downturn of concern was back in October, when the S&P 500 busted through all major moving averages, and the risk of margin calls came closer to fruition. 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