Helping individuals and families preserve and grow their wealth, simplify their lives, and live their dreams.

 

  

Other Trusted Advisors

Because our Business Exit Planning process requires an expert team of CPAs, business attorneys, executive consultants, valuation experts and others, we have developed relationships with the area’s best and brightest in these disciplines.
Individually, each professional brings invaluable expertise to the table. As a group, the knowledge and experience of each becomes even more powerful.

Recognizing the collective power of these business experts, Zeller Kern co-founded Pacific Advisor Group, a consortium of advisors dedicated to helping business owners grow their companies and manage their wealth. Our mission is to create and promote innovative ways to help Sacramento-area business owners prosper.

To learn how the Pacific Advisor Group can help you, or, if you would like a referral to a trusted business advisor, call us at (916) 436-8270 or email us at info@zellerkern.com.