Steven Zeller

Business Name: Zeller Kern Wealth Advisors
Certifications/accreditations:  CFP, AIF, CExP
Business Structure:  S Corp
Number of Employees:  5
Year Founded: 2007
Services Offered: Wealth Advisement, Financial Planning, Business Exit Planning, Family Legacy Development,
Retirement Plan Consulting, Asset Protection Planning

Business Category
Wealth Management

Contact Information
Mailing Address:  11335 Gold Express Drive, Suite 155, Gold River, CA
Office: 916-436-8270
Mobile: 916-320-9834
Email Address: szeller@zellerkern.com
Website: www.zellerkern.com

Social Media
LinkedIn:
https://www.linkedin.com/feed/
Twitter:  @stevenezeller

Geographic Region Served
o Sacramento Region
o Northern California
o National

Industry Sectors Served
o Agriculture/Viticulture
o Bioscience
o Construction
o Education
o Energy
o Food and Beverage
o Government
o Healthcare
o Hospitality
o Manufacturing
o Nonprofit
o Professional Services
o Real Estate
o Retail

Insights

What led you to do the work you do? Genuine interest for financial planning, investments, the study and understanding of wealth, the
intellectual challenge, and making a positive difference in people’s lives.

Describe your ideal client: Established business owner, 1st or 2nd generation, 50 years of age, or older, $5MM to $20 MM in revenue. Also families interested in preserving and growing wealth.
We prefer clients, are coachable, goal oriented, and nice.

What situation or circumstances might lead a prospective client to your services? A major upcoming event that is going to produce, or needs to produce a significant liquidity event.

What’s the best way for colleagues to refer prospective clients to you? Mutual email introduction

How does a typical engagement begin? Phone interview or one on one first meeting.

What services might a typical engagement include? See website – www.zellerkern.com

What might you be doing if you hadn’t pursued this career?
Business Owner

What about your work gives you greatest satisfaction?
Teaching, coaching, writing, developing better ways, developing solutions.

What might your colleagues be surprised to learn about you?
I play guitar. I have lots of them.

What do you enjoy doing most when you’re not serving your clients? Giving back, learning, staying fit, reading, playing guitar, traveling.