Zeller Kern Wealth Advisors Celebrates 15 Years
This year Zeller Kern Wealth Advisors celebrates 15 years of providing local financial advisement to the Greater Sacramento region.
“We feel so fortunate and grateful for our success over the past 15 years. While other financial firms have come and gone or have been swallowed by larger financial institutions, we remain as an independent, locally-owned advisory firm dedicated to serving our clients in the Sacramento area and nationwide,” said Steven Zeller, Co-Founder, and President at Zeller Kern.
Founded in 2007 with offices in Gold River, Zeller Kern provides comprehensive wealth advisement for individuals/families and business owners. They focus on being a leading wealth advisor for business owners, providing comprehensive business exit planning, business value building, business continuity planning, retirement plan design and implementation, asset protection planning, and helping business owners find ways to increase their profitability.
“We are particularly proud of the relationships we’ve built while serving our clients, who we view as family. And we are pleased to have the opportunity to offer our specialized services to Sacramento’s premier business owners, helping them increase their company value and plan for their eventual business exit,” said Zeller.
Trevor Kern, Co-Founder and Vice President also noted, “Our goals are (and always have been) to build trust and open communication with our clients. Helping local families create their legacy plans or helping individuals plan their retirement, have all been at the forefront of our services. This dedication to our clients helped see us through the last couple of years that were tough for so many due to COVID-19. ”
Zeller Kern’s advisement services for individuals and families include comprehensive retirement planning, asset protection planning, tax planning, family legacy development, and investment portfolio management.
Positive Customer Impact
In 2019, Zeller Kern was awarded and named one of the Top 115 Five Star Wealth Managers in the entire Sacramento Region, based on 10 objective eligibility and evaluation criteria. These included a minimum of five years as an active credentialed financial professional, favorable regulatory and complaint history, accepting new clients, client retention rates, client assets administered, education, and professional designations.*
Zeller Kern’s value-driven culture takes pride in close relationships with clientele while always improving industry knowledge, skill sets, and professionalism.
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/SIPC, a registered investment adviser. Financial planning services and fixed insurance products and services offered by Zeller Kern Wealth Advisors, a registered investment adviser, are separate and unrelated to Commonwealth. Zeller Kern Wealth Advisors, 11335 Gold Express Drive, Suite 155, Gold River, CA 95670, 916-436-8270.