Schedule an Appointment

Comprehensive Wealth Planning and Management

Our Focused Wealth® Process for building and managing your wealth.

Retirement Planning

Helping you chart a course for a secure retirement.

Investment Management

Objective investment guidance tailored to your life's goals.

Focused Wealth® Legacy Planning

Preserving your family wealth and well being for generations.

Integrated Advisor Service

Bringing your financial and legal team together.

Wealth Vault®

Access accounts and documents via one convenient page.

 

  

Lynda Fioravanti

Wealth Planning Associate

As Zeller Kern’s Wealth Planning Associate, Lynda assists our advisors in many capacities, such as preparing comprehensive retirement and wealth plans, preparing client reviews, and generating reports within our Wealth Advisement Platform. Lynda has 25 years of experience as a financial analyst and cost accountant in the fields of manufacturing, aerospace and energy services. She studied at California State University, Northridge and Pierce College as an accounting major. In her off-hours, she enjoys raising her four children with her husband as well as hiking, biking, gardening and scrapbooking. Lynda also has a special passion for real estate investing.