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Zeller Kern Wealth Advisors Employee Directory

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.

Find Zeller Kern Wealth Advisors employees' phone numbers or email addresses

Zeller Kern Wealth Advisors Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

Zeller Kern Wealth Advisors's Leadership

  • Stylized image of a person
    L. M.
    Director Of Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. S.
    Wealth Planning Associate
    Phone icon
    Mobile Phone

Zeller Kern Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Zeller Kern Wealth Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. M.
    Director Of Operations
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 18, 2024
  • Stylized image of a person
    K. S.
    Wealth Planning Associate
    Phone icon
    Mobile Phone

Frequently Asked Questions

What is Zeller Kern Wealth Advisors known for?

Minus sign iconPlus sign iconZeller Kern Wealth Advisors was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 2377 Gold Meadow Way Suite 100 Gold River, California 95670 United States; you can contact the main corporate office by phone at
+1-916-436-****
. Explore Zeller Kern Wealth Advisors's company overview page for more information.

What is Zeller Kern Wealth Advisors's most common email format?

Minus sign iconPlus sign iconZeller Kern Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Zeller Kern Wealth Advisors email formats with LeadIQ.

How many employees does Zeller Kern Wealth Advisors have currently?

Minus sign iconPlus sign iconZeller Kern Wealth Advisors has approximately 2 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Zeller Kern Wealth Advisors's key employees and leadership?

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As of May 2026, Zeller Kern Wealth Advisors's key employees include:

  • Director Of Operations: L. M.
  • Wealth Planning Associate: K. S.

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