News
9/22/2011
Zeller Kern held its annual Financial Forum at Arden Hills Resort Club and Spa on September 22, 2011.
Steven Zeller and Trevor Kern, along with guest speaker, Bob Burris of the Sacramento Area Commerce and Trade Organization (SACTO), discussed local and global economic conditions as well as current market conditions. The presentation from the event is available for download on the right.
8/24/2011
Zeller Kern Private Wealth Management Investment Process Vital to Help Avoid Major Market Declines, August 2011
Zeller Kern Private Wealth Management Releases Informative Video on Their Investment Process to Help Investors Navigate Through Tough Economic Waters, and Help Avoid Major Market Declines
GOLD RIVER, CA – Zeller Kern Private Wealth Management, Inc., a comprehensive financial planning firm, has released an informative video on their investment process. Their investment strategy is focused on avoiding major market declines and declines in portfolio value, which are often very difficult to rebound from. Conversely, it seeks to put clients' portfolios to work when longer term trends indicate them to do so. Investors who are uncertain about what to do in these challenging economic times will benefit from the knowledge and experience shared. More>
8/2/2011
Zeller Kern Keeps Financial Data and Planning in One Secure Place in Wealth Vault®
MARKETWIRE – Zeller Kern Private Wealth Management Inc., a comprehensive financial planning firm, today announced that they will be offering their Wealth Vault® service to clients who are looking to consolidate the viewing of all their financial documents such as checking/savings, 401k’s, investments, insurance, deeds, wills in one safe and secure location. More>
6/28/2010
Steve Zeller and Trevor Kern earn Accredited Investment Fiduciary designation from fi360.
Steve Zeller and Trevor Kern of Zeller Kern Private Wealth Management Inc., have been awarded the Accredited Investment Fiduciary® (AIF®) designation from Fiduciary360 (fi360), an organization offering training, tools and resources to promote a culture of fiduciary responsibility and improve the decision making processes of fiduciaries. The AIF designation signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a two-day course and examination. More>
1/28/2010
Zeller Kern Private Wealth Management Inc. is chosen by Sacramento Magazine as a 2010 Five Star Wealth Manager.
This distinction is only awarded to wealth managers who have scored highest in client based research conducted by a national independent research company under the direction of Crescendo Business Services. The distinction is awarded to a maximum of just 7 percent of financial professionals in any market area. The distinction is not based on sales volume but on how consumers and financial services industry professionals have evaluated their experience in working with that individual.
12/18/2009
Zeller Kern Private Wealth Management holds 3rd Annual Holiday Food Drive and raises 729 pounds of food for the Sacramento Food Bank.
Zeller Kern Private Wealth Management sponsored a canned food drive for the Sacramento Food Bank during the month of December and raised 729 pounds of food beating last years amount by over 200 pounds.
7/24/2009
Zeller Kern Private Wealth Management, Inc. is chosen by the Sacramento Business Journal as one of the top 25 Financial Planning Firms in the Sacramento area.
This ranking is determined by the firm’s number of credentialed advisers.
A credentialed advisor holds at least one of the following: CERTIFIED FINANCIAL PLANNER™ certification, Chartered Life Underwriter (CLU), Certified Public Accountant (CPA), or Chartered Financial Consultant (CHFC).
7/13/2009
Zeller Kern Private Wealth Management Inc. of Gold River California is named by Financial Advisor Magazine as one of their “Top RIA Ranked Firms.”
Financial Advisor Magazine ranking requires a firm must be registered investment advisors and provide financial planning and related services to individual clients. Firms must be either independently owned or be a freestanding subsidiary of another business. Discretionary and nondiscretionary assets under management as reported on Form ADV determined total assets rank.
6/30/2009
Zeller Kern Private Wealth Management Inc of Gold River California is named by Wealth Manager Magazine as one of the “Top Wealth Manager’s of 2009”.
Zeller Kern Private Wealth Management is a comprehensive wealth advisory firm that provides wealth advisement and asset management for its affluent individual clients, institutions and businesses. Wealth Manager selects their “Top Wealth Manager’s” based on a firm’s growth in 2008 (or decline), their average three year growth, their AUM per staff, and the AUM per client.
12/20/2008
Zeller Kern Private Wealth Management holds 2nd Annual Holiday Food Drive and raises over 500 pounds of food for the Sacramento Food Bank.
Zeller Kern Private Wealth Management sponsored a canned food drive for the Sacramento Food Bank during the month of December and raised over 500 pounds of food.
8/15/2008
Zeller Kern Private Wealth Management, Inc. launches Wealth Vault®
Zeller Kern, a wealth management firm based out of Gold River, CA, has officially launched their Wealth Vault® service for their high net worth clients. Wealth Vault® is the brand name for their service that enables their clients to view, online, all of their accounts held at Zeller Kern as well as outside accounts such as 401(k)s, savings accounts, etc., all on one page. Additionally, Wealth Vault® provides encrypted online storage of all relevant financial planning documents such as trust documents, tax returns, 1099s, financial plans, and performance statements. “We are proud to release the Wealth Vault® service as part of our wealth advisement platform for our clients. It really helps provide clarity and convenience to our advisement process,” says Zeller Kern CEO, Steven E. Zeller.
8/08/2008
Zeller Kern Private Wealth Management, Inc. is chosen by the Sacramento Business Journal as one of the top 25 Financial Planning Firms in the Sacramento area.
This ranking is determined by the firm’s number of credentialed advisers.
A credentialed advisor holds at least one of the following: CERTIFIED FINANCIAL PLANNER™ certification, Chartered Life Underwriter (CLU), Certified Public Accountant (CPA), or Chartered Financial Consultant (CHFC).
7/28/2008
Zeller Kern named one of the nation's top advisory firms by Wealth Manager magazine.
Zeller Kern Private Wealth Management, Inc. of Gold River California is named by Wealth Manager Magazine as one of Wealth Manager’s “Top Dogs 2008” – one of the Top Advisory Firms in the Country! Zeller Kern Private Wealth Management is a comprehensive wealth advisory firm that provides wealth advisement and asset management for its affluent individual clients, institutions and businesses.
“Wealth Manager Magazine selects their “Top Dog” firms based upon the firm’s assets under management (AUM), both discretionary and non-discretionary as defined by Form ADV, plus other assets not reported on Form ADV for which an advisory or management fee is charged. The data is self reported based on a firm’s form ADV. All numbers in the client survey are as of Dec. 31st, 2007, and participants are ranked according to average AUM per client. Average AUM per client is derived from the firm’s total assets under management by the total number of clients that the firm has under advisement.”
2/20/2008
Zeller Kern Private Wealth Management establishes their Registered Investment Advisor (RIA) status.
Zeller Kern Private Wealth Management officially registered with the State Of California as a Registered Investment Advisor. They will operate their wealth management services, legacy planning, and financial planning services through their RIA.
1/14/2008
Zeller Kern Private Wealth Management establishes an Investment Committee.
Zeller Kern Private Wealth Management announced on 1/14/2008 that they have officially established an investment committee to govern direction and policy for their client investment portfolio management. “This will help provide greater clarity, direction, and risk management for our client’s investment assets” says CEO and co-founder Steven Zeller.
12/6/2007
Zeller Kern Private Wealth Management holds holiday party and raises over 350 pounds of food for the Sacramento Food Bank.
Zeller Kern Private Wealth Management held their annual holiday party for their clients at their offices in Gold River California. As part of the theme, they sponsored a canned food drive for the Sacramento Food Bank and raised over 350 pounds of food.
8/3/2007
Zeller Kern Private Wealth Management, Inc. is chosen by the Sacramento Business Journal as one of the top 20 Financial Planning Firms in the Sacramento area.
This ranking is determined by the firm’s number of credentialed advisers.
A credentialed advisor holds at least one of the following: CERTIFIED FINANCIAL PLANNER™ certification, Chartered Life Underwriter (CLU), Certified Public Accountant (CPA), or Chartered Financial Consultant (CHFC).