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Mr. Steven E. Zeller, CFP®


Zeller Kern Wealth Advisors

11335 Gold Express Drive
Suite 155
Gold River, CA 95670-6309
View on Map (916) 436-8270

Compensation is on a fee for service basis for all planning and investment management. However, clients have the flexibility of choosing us for certain types of insurance underwriting that include term life policies and long term care policies. All other insurance products are outsourced to third parties. Any commission generated by our assistance in the underwriting process is disclosed to the client and donated to charity to benefit the community.

Year CFP® Certification Received: 2002
CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English
Specialties: Business Succession Planning, Charitable Giving, Estate Planning, Investment Management, Retirement Planning, Wealth Management

Typical Client Profile

Average Net Worth: $1,000,001 - $5,000,000
Average Income: $250,001 - $500,000
Average Age: None Provided
Profession: Self-Employed Business Owners

CFP Board verifies that this individual currently holds CFP® certification. If your search brings up information for an individual who has been disciplined publicly by CFP Board or who has made a bankruptcy disclosure within the last ten years, specific information about those incidents will be provided below. All other information on this page is provided by the CFP® professional and has not been verified by CFP Board. CFP Board is not responsible for the accuracy of such information.

CFP Board does not provide referrals. You should interview and evaluate several financial planners to find the one who is right for you. You will want to select a competent, qualified professional with whom you feel comfortable, one whose business style suits your financial planning needs.

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