Trevor Kern Email & Phone Number
Wealth Adviser | Vice President | CFO Zeller Kern @ Zeller Kern Wealth Advisors
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Trevor Kern Location
- Sacramento, CA, US
Trevor Kern Work
- Wealth Adviser | Vice President | CFO Zeller Kern @ (April 2007 - Present)
- Financial Consultant @ (November 2001 - April 2007)
Trevor Kern Education
- California State University-Sacramento
MBA (BS)
1995-2001
Trevor Kern Skills
- Retirement Planning
- Wealth Management
- Business Exit Planning
- Investment Management
- 401k
- Risk Management
- Asset Protection
- Succession Planning
- Estate Planning
- Investments
- Retirement
- Small Business
- Wealth
- Finance
- Business Value Driver
- Cash Balance Plans
- Wealth Management Services
- IRAs
- Tax Planning
- Series 63
- Portfolio Management
- Strategic Planning
- Strategy
- Financial Services
- Strategic Financial Planning
- Microsoft Office
- Marketing
- Training
- 401K Plans
- Series 7
- Securities
- Aams
Trevor Kern Summary
- Trevor Kern, based in Sacramento, CA, US, is currently a Wealth Adviser | Vice President | CFO Zeller Kern at Zeller Kern Wealth Advisors. Trevor Kern brings experience from previous roles at A.G. Edwards & Sons, Inc.. Trevor Kern holds a 1995 - 2001 MBA in BS @ California State University-Sacramento. With a robust skill set that includes Retirement Planning, Wealth Management, Business Exit Planning, Investment Management, 401k and more. Trevor Kern has 2 emails and 3 mobile phone numbers on RocketReach.
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