Zeller Kern Wealth Advisors Email Format
Financial ServicesCalifornia, United States2-10 Employees
Zeller Kern Wealth Advisors is a financial services firm based in Gold River, California, serving individuals, business owners, and families in the Sacramento area. The firm emphasizes proactive communication and transparent service as it develops tailored financial solutions, including business exit planning and preparation for local business owners. While the firm operates in partnership with Equitable Advisors and related networks for securities and insurance offerings, Zeller Kern itself is not registered as an investment advisor and is not owned or operated by Equitable. The company employs a small professional team and positions itself within the broader financial services industry by delivering integrated planning and advisory services to its clients in the region.