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Zeller Kern Private Wealth Management Careers in Rancho Cordova, CA

Zeller Kern Private Wealth Management
  • Founded

    2007

  • No. of Employees

    1-10 employees

  • Industry

    Finance / Insurance

  • Type

    Privately Held

About Zeller Kern Private Wealth Management

Zeller Kern is a comprehensive, credentialed financial advisory firm built on trust, transparency, a high level of proactive communication and service. We provide innovative solutions tailored to individuals, business owners, physicians, and their families. Zeller Kern was established in April of 2007. We developed a new, unique approach to the planning process – Focused Wealth®. Over many years of practicing wealth management, we have built a planning process that thoroughly explores and defines your goals and purpose in relation to your wealth in order to provide you meaningful, innovative solutions. Our ongoing advisement is provided to you with consideration of the ever-changing tax laws, business environment, market opportunities and volatility. The financial consultants of Zeller Kern are registered representatives and investment adviser representatives with and offer securities and advisory services through Commonwealth Financial Network, Member FINRA / SIPC, a registered inv

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