Trevor K. Kern, AAMS, MBA
Co-Founder, Vice President and
Chief Financial Officer
Trevor Kern is an Accredited Asset Management Specialist, practicing Wealth Adviser, and Vice President/CFO of Zeller Kern Private Wealth Management. He began his career at A.G. Edwards, working with Steve Zeller while earning his Master’s degree in Finance at California State University, Sacramento in 2001. During his career, Trevor has focused on providing proactive wealth management and complex investment portfolio management for his clients. He is committed to providing individualized and personal wealth management strategies, offering thoughtful and unique financial planning advice. Trevor and Steve shared a vision for creating a comprehensive wealth management process, our Focused Wealth® Process, and made that vision a reality by founding Zeller Kern Private Wealth Management.
Trevor is active in professional development organizations, building his knowledge and skills in wealth management. Trevor holds his Series 7, Series 30, Series 31, Series 63 and Series 66 registrations. He is currently working towards earning his CERTIFIED FINANCIAL PLANNER™ certification.
He is also an active participant in the community, working with People Reaching Out in the Sacramento area. Outside of the office, Trevor enjoys time with his family and friends, hiking, fishing, golf, and woodworking. He also loves to travel, and plans to visit every park in the National Park System.
Memberships and Affiliations
• Business Enterprise institute
• Sacramento Metropolitan Chamber of Commerce
• Financial Planning Association, Northern California Chapter
• Investment Management Consultant Association (IMCA)
• PEAK™ – Professional Development Group
• People Reaching Out, Member of Board of Directors
• Sacramento Small Business Development Center,
Advisory Board Member
• Alumni Member of Delta Sigma Pi, Professional Business Organization