Steven E. Zeller, CFP®, AIF®, CExP®

Co-Founder, President
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

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.


Preferred Topic

Current Memberships

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

Past Memberships

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