Trevor K. Kern
AIF® • AAMS
An Accredited Investment Fiduciary® helping business owners, pre-retirees, and retirees across the Sacramento region build and manage wealth through a comprehensive, personalized planning process.
AIF®
Accredited Investment Fiduciary
AAMS
Accredited Asset Management Specialist
MS Finance
CSU Sacramento, 2001
Focused Wealth®
A comprehensive planning process
VP & CFO
Zeller Kern Wealth Advisors
About Trevor K. Kern
Experience You Can Verify
Trevor K. Kern is an Accredited Investment Fiduciary®, Accredited Asset Management Specialist, practicing wealth advisor, and Vice President and CFO of Zeller Kern Wealth Advisors in Gold River, California.
Trevor began his career at A.G. Edwards, working alongside Steven Zeller while earning his Master’s degree in Finance from California State University, Sacramento, in 2001. From the start, he focused on proactive financial planning and investment management, delivering individualized wealth strategies built around each client rather than a one-size-fits-all model. That early partnership with Steve laid the groundwork for the firm they would later build together.
Trevor and Steve shared a vision for a comprehensive wealth management process, the Focused Wealth® Process, and made it a reality by founding Zeller Kern Wealth Advisors. Today Trevor works extensively with business owners, helping them manage personal wealth alongside company retirement plans. He guides clients through defined benefit and defined contribution plans, including 401(k), 457, 403(b), profit-sharing, SEP, and SIMPLE IRAs, and through transitions using IRA rollovers and in-service withdrawals. He holds Series 7, 63, and 66 registrations through Equitable.
Trevor is an active participant in his community and a past advisory board member of the Sacramento Small Business Development Center, which helps small business owners start and grow. He is affiliated with organizations including the Financial Planning Association’s Northern California Chapter and the Sacramento Metropolitan Chamber of Commerce. Outside the office, Trevor enjoys time with his wife and two daughters, has a passion for the outdoors through hiking, fishing, and golf, and plans to visit every park in the National Park System.
Memberships and Affiliations
Trevor stays active in professional development and business organizations across the Sacramento region.
- Business Enterprise Institute
- Fiduciary 360, fi360
- Sacramento Metropolitan Chamber of Commerce
- Financial Planning Association, Northern California Chapter
- PEAK™ – Professional Development Group
- People Reaching Out, Past Member of Board of Directors
- Sacramento Small Business Development Center, Past Advisory Board Member
- Alumni Member of Delta Sigma Pi, Professional Business Organization
Services Trevor Provides
From personal wealth planning for families to company retirement plan design for business owners, Trevor delivers planning and investment management built around each client.
A clear path to and through retirement, coordinating income, investments, and the timing of key decisions.
Personalized, actively managed portfolios built around your goals, time horizon, and tolerance for risk.
Design and management of pension, 401(k), profit-sharing, SEP, and SIMPLE plans for business owners and their teams.
Tax-aware strategies coordinated with your broader plan to help you keep more of what you earn and invest.
Thoughtful strategies to transfer wealth, protect your family, and carry out your wishes with clarity.
Planning support for owners preparing to sell or step back, from valuation readiness to post-sale cash flow.
Areas Trevor Serves
Based in Gold River, California, Trevor works with clients throughout the greater Sacramento region and, through the firm’s Boise office, in Idaho. Many relationships are also served virtually nationwide.
Gold River
The firm’s home office, serving established families and business owners in this Sacramento County community.
Sacramento
Comprehensive wealth planning for professionals, executives, and entrepreneurs across the capital region.
Folsom
Retirement and investment guidance for growing families and pre-retirees in this east-county hub.
El Dorado Hills
Planning for high-earning households and business owners looking to protect and grow their wealth.
Roseville
Investment management and retirement plan design for area professionals and small business owners.
Granite Bay
Tailored strategies for families building and transferring significant wealth across generations.
Rancho Cordova
Retirement plan design and personal planning for business owners and their employees nearby.
Elk Grove
Approachable, individualized financial planning for working families and pre-retirees.
Boise, Idaho
Full-service wealth management delivered from the firm’s second office for Treasure Valley clients.
Let’s Start a Conversation
Bring your questions. Trevor will listen first and help you see your options clearly, with no pressure to commit.
Frequently Asked Questions
Is Trevor K. Kern a fiduciary?
Trevor holds the Accredited Investment Fiduciary® (AIF®) designation, which reflects specialized training in fiduciary standards of care. Through Equitable Advisors, LLC, he offers investment advisory products and services, and in an advisory capacity he is held to a fiduciary standard. He focuses on individualized advice built around each client’s goals rather than a standardized approach.
What are Trevor K. Kern’s credentials and registrations?
Trevor is an Accredited Investment Fiduciary® and Accredited Asset Management Specialist. He earned a Master’s degree in Finance from California State University, Sacramento, in 2001, and holds Series 7, Series 63, and Series 66 registrations through Equitable. He also holds California Insurance License 0D52471.
Where is Trevor K. Kern located and what areas does he serve?
Trevor works from Zeller Kern Wealth Advisors at 2377 Gold Meadow Way, Suite 100, Gold River, CA 95670, serving the greater Sacramento region including Folsom, El Dorado Hills, Roseville, and Granite Bay. The firm also maintains an office in Boise, Idaho, and serves many clients virtually.
What is the Focused Wealth® Process?
The Focused Wealth® Process is the comprehensive wealth management approach Trevor and co-founder Steven Zeller built the firm around. It coordinates financial planning, investment management, and retirement strategy into one process, so decisions about your portfolio, taxes, and retirement work together rather than in isolation.
Who does Trevor K. Kern work with?
Trevor works extensively with business owners, pre-retirees, and retirees. He helps owners manage personal wealth alongside company retirement plans, including defined benefit and defined contribution plans, and guides clients through the transition to retirement using strategies such as IRA rollovers and in-service withdrawals.
How do I schedule a meeting with Trevor K. Kern?
You can reach the Zeller Kern Wealth Advisors Sacramento office at 916-436-8270 or use the scheduling link on this page to request a conversation. Trevor will take time to understand your situation and goals before recommending any next steps, with no pressure to commit.