Steven E. Zeller, CFP®, AIF®, CExP®
and Senior Wealth Adviser
Steven Zeller is a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary®, Certified Exit Planner, practicing Wealth Advisor, and President/CEO of Zeller Kern Wealth Advisors. He is a well credentialed advisor, with 22 years of experience.
Before co-founding Zeller Kern in April, 2007, he served as Vice President of Investments at A.G. Edwards, where he practiced wealth advisement and investment management for 12 years. Steve co-founded Zeller Kern to provide individualized, independent and proactive wealth advisement services, free from limitations, and on a “fee for service” basis.
Steve actively participates in the advancement of the wealth advisement profession by writing several articles and conducting regular public speaking engagements on the subjects of business value building, Business exit planning, family legacy development, and other timely topics related to retirement planning, and growing and preserving wealth.
He is an active participant in his community, volunteering his time on many charitable boards. He is also President and co-founder of the Sacramento Professional Advisors Network, an organization of established advisors for business owners www.sacproadvisors.com.
In his off-hours, Steve enjoys spending time with his wife and son traveling, staying fit, playing and collecting guitars, and reading books.
Steve holds his series 7, series 31, series 63, and series 65 registrations through Commonwealth Financial Network. CA Insurance Lic# 0B74763
Request Steve to Speak to Your Organization
If you’re interested in Steve speaking to your organization on a timely financial or business related topic, you can request him to do so by completing the form below.
Sacramento Professional advisors Network – Co-founder and President
Sutter Club – Membership Committee
Financial Planning Association, Northern California Chapter
Business Enterprise Institute
Capital Region Family Business Center
Sacramento Estate Planning Council
Finance Council Board Member St. Johns Church
Knights of Columbus
Boy Scouts of America, Golden Empire Council, Executive Board
Advisors in Philanthropy
National Committee On Planned Giving
Client Centered Planning System™ Alumni
Peak™ – Professional Development Group
Phoenix Best Practices Network
Rotary Club of East Sacramento/Board
National Speakers Association
Leadership Sacramento, 2008
Sacramento Metropolitan Chamber of Commerce
Sacramento Area Trade and Commerce Organization (SACTO)
Sacramento Child Advocates, Board of Directors
Sacramento Child Advocates, Executive Committee