Why Choose Zeller Kern?
Exceptional Service
Fee-for-service – Our planning and investment management services are on a fee-for-service basis, providing an environment of maximum transparency.
Deep planning capabilities – Through our Focused Wealth® Process, planning is thorough and provides clear direction in accomplishing goals. Our planning services include retirement planning, business succession planning, asset protection solutions, wealth preservation solutions and planning, risk management reduction planning, family legacy development, investment management, asset protection planning, tax planning and more.
Ongoing monitoring of your progress – A successful financial plan is approximately 20 percent planning and 80 percent action and follow-through. Your plan is backed by our thorough, one-on-one progress reviews. Our planning service includes our Wealth Vault® technology that enables you to view all of your assets and liabilities on one page, monitor your financial planning goals and progress, safely store all of your important documents, digitally, and collaborate with your Zeller Kern financial advisor.
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About Us
A Team That
Understands You
Frequent communication – When we ask our clients why they enjoy having us as their chosen advisor, the two words we hope to hear most often are 'trust' and 'communication'. One of our pillars for providing exceptional service is to thoroughly educate and communicate with our clients. In one way or another, we are in touch with and/or communicate with our clients over 80 times a year.
Responsive investment management – Our investment management is proactive and responsive to changes in market conditions and identifying opportunities for growth. We offer a number of options and approaches to managing your investment portfolios. We carefully plan, prepare, manage, and monitor your investment portfolio according to your business objectives, and do so in a way that is objective, tax-efficient, and risk cognizant. Our advice is independent. We use no proprietary investments.
Experienced and credentialed advisors – The business advisors at Zeller Kern have over 40 years of combined experience. Our advisors hold credentials that include CFP®, AIF, AAMS, MBA and CExP.
Steven E. Zeller CFP®, CExP®, AIF®
Steven Zeller is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Business Exit Planner, Accredited Investment Fiduciary, practicing Business Advisor, and is President of Zeller Kern Business Advisors. He has 28 years of experience within his profession.
A Passion for Making a Positive Difference
Steve has a passion for making a positive, life-enhancing difference for his clients and their families. He achieves this by developing a deep understanding of their situation and needs, delivering planning and solutions, and providing the highest level of client service possible – “it’s a relationship business.”
Steve continues to actively learn, attend conferences, and develop planning processes such as the firm’s Focused Wealth Process, “Purposeful Conversations,” their Business Exit Planning Process, and the firm’s Family Legacy Development Process.
Trevor K. Kern AIF® AAMS
Co-Founder, Vice President & Chief Financial Officer
CA Insurance Lic# 0D52471
Trevor Kern is an Accredited Investment Fiduciary®, Accredited Asset Management Specialist, practicing Business Advisor, and Vice President/CFO of Zeller Kern Business Advisors. He began his career at A.G. Edwards, working with Steven Zeller while earning his Master’s degree in Finance at California State University, Sacramento in 2001. During his career, Trevor has focused on providing proactive financial planning and investment management for his clients. He is committed to providing individualized and personal wealth management strategies, offering thoughtful and customized financial planning advice. Trevor and Steve shared a vision for creating a comprehensive wealth management process, our Focused Wealth® Process, and made that vision a reality by founding Zeller Kern Business Advisors.
Lindsay McCauley
Director of Operations
Lindsay is the Director of Operations for Zeller Kern Business Advisors. She handles all client and firm operational duties for realizing exceptional service for our clients. She began her career in the securities industry in 1996 after her studies at Clemson University in Clemson, SC. Lindsay holds her Series 7, 63, and 66 licenses. Away from the office, Lindsay enjoys spending time with her husband and their pet boxer, Harold, traveling, wine tasting, and faithfully watching the San Francisco Giants and the Clemson Tigers football team.