Helping individuals and families preserve and grow their wealth, simplify their lives, and live their dreams.

Kristin Smith

Wealth Planning Assistant

As Wealth Planning Assistant at Zeller Kern, Kristin assists our advisors in preparing comprehensive retirement plans and wealth plans, and preparing client portfolio reviews. She primarily works within our Wealth Advisement Platform and manages our Wealth Vault service. Kristin's experience consists of a background in banking and working in non-profit organizations. Kristin has a Business Administration Degree from ABAC in South Georgia, and she earned her Bachelor’s Degree in Financial Planning from the University of Georgia. In her off-hours she enjoys wine dinners with friends, appreciating and performing music, and exploring her new home state of California.

This communication is strictly intended for individuals residing in the states of AR, AZ, CA, FL, GA, IL, IN, MO, NJ, NV, OR, TX, and WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding financial investment products and services. The financial consultants of Zeller Kern are registered representatives and investment adviser representatives with and offer securities and advisory services through Commonwealth Financial Network, Member FINRA Financial Investor Regulatory Authority / SIPC Security Investor Protection Corporation, a registered investment advisor.

Serving clients from offices in Gold River, CA and the nearby cities of Roseville, Folsom and Davis, Zeller Kern Private Wealth management, Inc., a registered investment advisor is a leading Sacramento Financial Advisor and Retirement Planning firm.

Zeller Kern Private Wealth Management, Inc., a registered investment advisor is a leading Sacramento financial advisor and retirement planning firm. Copyright ©2010 Zeller Kern. All Rights Reserved. Site by Dane Henas Design