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Steve Zeller

Contact Information

11335 Gold Express Drive
Gold River, CA 95670
United States

Specialties

  • CExP
  • CFP
  • Financial/Investment Advisory Professional

Licensed States

  • Arizona
  • Arkansas
  • California
  • Colorado
  • Florida
  • Illinois
  • New Jersey
  • Oregon
  • Texas
  • Washington

Zeller Kern Wealth Advisors

Steven Zeller is a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary,® Certified Exit Planner, practicing Wealth Advisor, and President/CEO of Zeller Kern Private Wealth Management. 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 13 years. Steve co-founded Zeller Kern to provide individualized, independent and proactive wealth management services, free from the limitations and conflicts that can exist in large, publicly traded investment houses. Believing that most wealth planning and advisement services were lacking in scope and vision, he and partner Trevor Kern developed the Focused Wealth® Process to thoroughly address the needs of high net worth clients. They also developed a proactive investment discipline that anticipates major trends and initiates action before those trends occur. “I’ve always felt that clients should not compensate us for making investments, or keeping them invested during horrendous market declines. Instead, clients should compensate us for making investment decisions – including getting them out of markets during periods of extreme volatility,” he says.

Steve actively participates in the advancement of the wealth management profession by writing articles, making presentations, and taking part in professional study and best practices groups. He works closely with business owners and corporate officers to provide comprehensive business succession and sale strategies. He is highly skilled at developing Legacy Plans for very high net worth clients. This process includes formal family retreats, where he works with the family to develop family financial philosophy statements, family vision statements, family mission statements, and family letters of intent. “It’s all about connecting the purpose of the entire family with their wealth, preserving that wealth for many generations, and ultimately helping to keep the family together,” he says.

In addition to his CERTIFIED FINANCIAL PLANNER™ certification, Steve holds his series 7, series 31, series 63, and series 65 registrations through Commonwealth Financial Network.

He is an active participant in his community, faith and church. In his off-hours, Steve enjoys spending time with his wife and son, coaching his son’s teams or rooting him on, staying fit, practicing guitar, and playing golf.