Steven E. Zeller, CFP®
Co-Founder, President and Chief Executive Officer
Steven Zeller is a CERTIFIED FINANCIAL PLANNER™ professional, practicing Wealth Adviser, and President/CEO of Zeller Kern Private Wealth Management. Before co-founding Zeller Kern, he served as Vice President of Investments at A.G. Edwards, where he practiced wealth advisement and investment management for 13 years. Steve is a firm believer in providing individualized, independent wealth management services, free from the constraints and conflicts that can exist in large, publicly traded investment houses. The pursuit of his vision led him to co-found Zeller Kern. Steve holds his series 7, series 31, series 63, and series 65 licenses.
Steve actively participates in the advancement of the wealth management profession by writing articles, making presentations, and taking part in professional study and best practices groups. He is an active participant in his community, faith and church. In his off-hours, Steve enjoys spending time with his wife and son, staying fit, practicing guitar, and playing golf.
Memberships and Positions
• Financial Planning Association, Northern California Chapter
• Investment Management Consultant Association (IMCA)
• National Committee On Planned Giving
• Advisors in Philanthropy
• Client Centered Planning System™ Alumni
• Sacramento Estate Planning Council
• The Phoenix Group – Best Practices Group
• Peak™ – Professional Development Group
• Member of National Speakers Association
• Leadership Sacramento, 2008
• Sacramento Metropolitan Chamber of Commerce
• Sacramento Child Advocates, Board Of Directors
• Sacramento Child Advocates, Executive Committee