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Comprehensive Wealth Planning and Management
Our Focused Wealth™ Process for building and managing your wealth.

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Helping you chart a course for a secure retirement.

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Objective investment guidance tailored to your life's goals.

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Ivan R. Chicchon
 
Technical Research Assistant

Ivan is the Research Assistant at Zeller Kern Private Wealth Management. He assists with all research and gathering of technical data for our investment committee. Ivan is currently pursuing an undergraduate degree in Economics and Chinese at the University of California at Davis. After graduation, he plans to continue his career in the financial services industry with aspirations of becoming a portfolio manager. When he is not in the office or studying, Ivan enjoys traveling and spending time with family and friends. He is an active volunteer in healthcare events for the underprivileged in the San Joaquin Valley and is an active member of the Golden Key International Honour Society.