Zeller Kern is a comprehensive, credentialed financial advisory firm built on trust, transparency, and a high level of proactive communication and service. We provide innovative solutions tailored to individuals, business owners, and their families. We help Sacramento area business owners with their business exit planning and preparation. Zeller Kern was established in April of 2007. We developed a new, unique approach to the planning process – Focused Wealth®. Over many years of practicing wealth management, we have built a planning process that thoroughly explores and defines your goals and purpose in relation to your wealth in order to provide you meaningful, innovative solutions. Our ongoing advisement is provided to you with consideration of the ever-changing tax laws, business environment, market opportunities and volatility. The financial consultants of Zeller Kern are registered representatives and investment adviser representatives with and offer securities and advisory services through Commonwealth Financial Network, Member http://www.finra.org/ www.sipc.org, a registered investment advisor. Financial Planning offered through Zeller Kern Private Wealth management, Inc., a registered investment adviser. This communication is strictly intended for individuals residing in the states of CA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Review our terms of use: http://www.commonwealth.com/termsofuse.html
View Top Employees from Zeller Kern Wealth AdvisorsWebsite | http://www.zellerkern.com |
Revenue | $1 million |
Employees | 4 (4 on RocketReach) |
Founded | 2007 |
Address | 2377 Gold Meadow Way Suite 100, Gold River, California 95670, US |
Phone | (916) 436-8270 |
Fax | (916) 436-8280 |
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Industry | Financial Services, Finance General, Finance |
Competitors | Joel Beyer Inc, Life Certain Wealth Strategies, PRIME CAPITAL EQUITIES, LLC, RTJ Financial Management, WHP Financial Planning, Inc. |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies |
Looking for a particular Zeller Kern Wealth Advisors employee's phone or email?
The Zeller Kern Wealth Advisors annual revenue was $1 million in 2024.
Lisa Matenaer is the Director of Client Relations of Zeller Kern Wealth Advisors.
4 people are employed at Zeller Kern Wealth Advisors.
Zeller Kern Wealth Advisors is based in Gold River, California.
The NAICS codes for Zeller Kern Wealth Advisors are [52, 52393, 5239, 523].
The SIC codes for Zeller Kern Wealth Advisors are [628, 62].