ZellerKern Publications

Focused Wealth

A biannual publication providing educational material for clients as well as relevant news and information pertaining to Zeller Kern and our client services.

Quarterly Webcasts

A quarterly webcast for our clients in managed portfolios which provides current market information, a recap of last quarter's events and how Zeller Kern responded and viewed this information.

Weekly Investment Monitor

A weekly publication providing timely insights on our firm’s thoughts and actions in relation to managing our clients’ investments.

Exit Planning Journal

A monthly discussion on business exit planning – the most important decision you will make with your business.

This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, GA, IL, IN, ME, MN, MT, NJ, NV, OH, OR, PA, SC, 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.