Wealth Advisors with a Strong Culture of Ethics and Conduct
For over 10 years, Zeller Kern has developed our stated values that create our culture. We realize we are given great responsibility. Our clients’ lives, wealth, and well-being depend on our values. We are committed to seeing that all of your financial needs are met by providing you with sound, ethical and trusted financial advice.
We employ a disciplined investment philosophy backed by our commitment to values, research, and fiduciary responsibility.
Philanthropy
Giving Back
We are always striving to give back in a way that shows our deep care for others and we serve to enrich the lives of others. It is our privilege to provide support to our local community and charitable organizations.
Financial Progress
Prudent, Proactive, Risk-Adverse Investment Management Strategies
With open communication, we strive to use our financial planning services and wealth advisement to help clients navigate markets and achieve clarity in their financial future.
Client Service
Exceptional Client Satisfaction
We go above and beyond expectations and take every measure to understand your individual financial needs.
*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 997 Sacramento area wealth managers were considered for the award; 115 (12 percent of candidates) were named 2019 Five Star Wealth Managers. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
Professional Achievement
Credentials and Affiliations
Our on-going professional education is our commitment to our clients and to our industry.
We would be more than happy to have a Purposeful Conversation® with you, to listen and explore ways to potentially build the profitability of your existing wealth, increase your ability to contribute toward your priorities, prepare for your legacy, and better protect your assets.
We invite you to explore the possibilities. Call us at 916.436.8270 or email us at askme@zellerkern.com
