Advisors at this firm
Trevor K
Series 63, Series 66
Gold River, CA
Zeller Kern Business Advisors
Trevor Kern is a financial advisor at Equitable Advisors with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Zeller Kern Wealth Advisors and Commonwealth Financial Network. He is also a trustee of a living trust. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that includes both advisory and brokerage/insurance channels.
Steven Z
CFP®, Series 63, Series 65
Gold River, CA
Zeller Kern Business Advisors
Steven Zeller is a CFP® professional with 30 years of industry experience. He is a principal at Zeller Kern Business Advisors and has worked previously with Commonwealth Financial Network and Equitable Advisors. He is also the founder of the Sacramento Business Advisors Network, a local networking group. Zeller Kern Business Advisors serves business owners with services including business continuity planning, business valuation, exit planning, and legacy planning through family retreats and leadership experiences. The firm focuses on advisory and implementation-based engagements rather than discretionary portfolio management, relying on engagement fees and referrals to outside specialists.
