Client Forms | Equitable Advisors

Home
About
- About Our Team
- Our Values
Personal/Family Services
Business Owner Services
FAQ
Contact

Client forms

Our Process

Share Your Love
Family Discussion Guide

Our History

When You Lose A Loved One

Our Values

Client Profile

Contact

Office: 916.436.8270

2377 Gold Meadow Way

Suite 100

Gold River, CA 95670

szeller@zellerkern.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Duly registered and licensed financial professionals offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.). Financial Professionals >may solicit and transact business and/or respond to inquiries only in state(s) in which they are properly registered qualified. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Zeller Kern Wealth Advisors is not owned or operated by Equitable Advisors or Equitable Network. Click here for key considerations in transferring assets to Equitable Advisors.

Click here for other important information & disclosures.