Why Choose Zeller Kern?
Exceptional Service
Fee-for-service – Our planning and investment management services are on a fee-for-service basis, providing an environment of maximum transparency.
Deep planning capabilities – Through our Focused Wealth® Process, planning is thorough and provides clear direction in accomplishing goals. Our planning services include retirement planning, asset allocation, wealth preservation strategies and planning, risk management planning, family legacy development, wealth management, tax-efficient investing and more.
Ongoing observation of your progress – A successful financial plan is approximately 20 percent planning and 80 percent action and follow-through. Your plan is created by our thorough, one-on-one progress reviews. Our planning service includes our technology platforms that enables you to view all of your assets and liabilities on one page, monitor your financial planning goals and progress, safely store all of your important documents, digitally, and collaborate with your Zeller Kern financial advisor.
About Us
A Team That
Understands You
Frequent communication – When we ask our clients why they enjoy having us as their chosen advisor, the two words we hope to hear most often are 'trust' and 'communication'. One of our pillars for providing exceptional service is to thoroughly educate and communicate with our clients. In one way or another, we are in touch with and/or communicate with our clients over 80 times a year.
Responsive wealth management – Our wealth management approach is proactive and strives to keep you up to date on market conditions and identifying opportunities for growth. We offer a number of options and approaches to helping you manage your investment portfolios.
Experienced financial advisors who are credentialed – The financial advisors at Zeller Kern have over 40 years of combined experience, and hold credentials that include CFP®, AIF and MBA.
CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Steven E. Zeller CFP®, AIF®, NQCP®
Steven Zeller is a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary, practicing Wealth Advisor, and is President of Zeller Kern Wealth Advisors. He has over 30 years of experience within his profession.
A Passion for Making a Positive Difference
Steve has a passion for making a positive, life-enhancing difference for his clients and their families. He achieves this by developing a deep understanding of their situation and needs, delivering planning and solutions, and providing the highest level of client service possible – “it’s a relationship business.”
Steve continues to actively learn, attend conferences, and develop planning processes such as the firm’s Focused Wealth Process, “Purposeful Conversations,” and the firm’s Family Legacy Development Process.
Trevor K. Kern AIF® AAMS
Vice President & Chief Financial Officer
CA Insurance Lic# 0D52471
Trevor Kern is an Accredited Investment Fiduciary®, Accredited Asset Management Specialist, practicing Wealth Advisor, and Vice President/CFO of Zeller Kern Wealth Advisors. He began his career at A.G. Edwards, working with Steven 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 financial planning and investment management for his clients. He is committed to providing individualized and personal wealth management strategies, offering thoughtful and customized 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 Wealth Advisors.
Casey Gunter, MBA
Wealth Advisor
Casey is a team member of Zeller Kern Wealth Advisors
And is also a Fully Licensed Financial Professional with
the Equitable Advisors’ Wealth Management Team.
Apart of one of the largest and most successful
branches in the company, the Norcal/Hawaii Branch.
He works with individuals and business owners to
help them achieve their financial, Life, and
Retirement planning goals. Doing this by providing
the right strategies, products, and services based on
their individual investing risk tolerance and goals.
Casey currently lives in Redding, California. He
embraces the outdoors Northern California brings
through Hiking, camping, and any sport you can think
of. He also takes great pride in volunteering in the
community through coaching high school Football
and helping the younger generation grow and become great leaders.
Casey Gunter was born and raised in Redding, California. He achieved
a Bachelor's degree in Business Finance and a Masters in Business
Sustainability from Cal Poly Humboldt. While also being a full-time
Student Athlete on campus for five years.
He and a great advisor team backing him have been assisting
individuals and businesses to accumulate, protect, and distribute wealth
through all phases of life. With the licenses and knowledge obtained, he
has vast experience of financial products and services to help best fit
each unique financial situation. He guides clients holistically and
comprehensively. His process includes a deep financial analysis of a
portfolio and a series of suitable recommendations that fit the client’s
investment objectives. Upholding a fiduciary responsibility to always act
in the best interest and building his business around this principle.
The Nor/Call Hawaii branch of Equitable Advisors embodies a
hardworking and professional atmosphere. Our vision is to be the
premiere estate and financial planning firm creating the perfect client
experience, maintaining a positive culture while caring and providing for
each other and our clients.
Lindsay McCauley
Director of Operations
Lindsay is the Director of Operations for Zeller Kern Wealth Advisors. She handles all client and firm operational duties for realizing exceptional service for our clients. She began her career in the securities industry in 1996 after her studies at Clemson University in Clemson, SC. Lindsay holds her Series 7, 63, and 66 licenses. Away from the office, Lindsay enjoys spending time with her husband and their pet boxer, Harold, traveling, wine tasting, and faithfully watching the San Francisco Giants and the Clemson Tigers football team.