Steven E. Zeller,  CFP<sup>&reg;</sup> - Financial Advisor

Steven E. Zeller, CFP®



Zeller Kern

11335 Gold Express Dr, Ste155
Gold River, CA 95670
(916) 320-9834 CONNECT WITH Steven
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Steven Zeller is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Zeller Kern in Gold River, CA and the surrounding communities.

Financial Advisor Overview

Steven Zeller is a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary®, Certified Exit Planner, practicing Wealth Advisor, and President/CEO of Zeller Kern Wealth Advisors. He is a well credentialed advisor, with 22 years of experience. He works closely with first and second generation business owners to help build the value of their company with an approach that focuses on growth, scalability, sustainability and sellability, all while giving the owner greater flexibility and control. He also works with business owners and individual families to grow and preserve wealth for their lifetime and future generations. Steve actively participates in the advancement of the wealth advisement profession by writing several articles and conducting regular public speaking engagements on the subjects of business value building, Business exit planning, family legacy development, and other timely topics related to retirement planning, and growing and preserving wealth. He is an active participant in his community, volunteering his time on many charitable boards. He is also President and co-founder of the Sacramento Professional Advisors Network, an organization of established advisors for business owners


Financial Advisor Experience

23 Years

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65

Designations & Certifications

  • Other - ETSC, CCPS

Broker-Dealer Affiliation


Financial Advisor's Specialties

Comprehensive Financial Planning, Investment Management, Life Planning, Retirement, Long-term Care, Succession Planning, Sudden Wealth


Helpful Financial Planning Resources