Financial Advice with Steve Zeller
Steve Zeller is a co-owner of Zeller Kern Private Wealth Management, Inc. and I am delighted to have him as my guest on Money 2.0.
Zeller Kern is a fee-based, independent financial advisory firm based in Gold River, California.
Steve talks about the firm’s background and what they look for in clients. He explains that his partner, Trevor Kern, and he made the decision to be fee-based as it gives the maximum amount of transparency to their clients and removes conflicts of interest.
Steve says Zeller Kern’s criteria for clients is pretty straight forward. He says they look for clients that are nice, goal orientated, and coachable. He notes that their services are quite in depth so all of their clients already have significant accumulated wealth they are looking to protect and grow.
Steve talks about Zeller Kern’s point of difference. He says years ago he and his partner noticed a hole in the typical financial process. He says all too often once an investment plan was written, there was no real follow up. He says they worked to enhance systems of tracking and implementing investment plans to better help their clients reach their goals. He reminds listeners that any successful plan is 20% planning and 80% implementation, which is all too true in the work they do for their clients.
Steve says another point of difference is their level of communication with clients. This includes an investment monitor that Trevor and he write weekly. He says their weekly monitor has been so popular that they have a number of non-clients that subscribe to it. Steve says interested listeners can subscribe to the weekly monitor via their website.
If you would like to hear my conversation with Steve Zeller, please click here.
Please Note: 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 investment adviser. Financial planning services and fixed insurance products and services offered by Zeller Kern Wealth Advisors, a registered investment adviser, are separate and unrelated to Commonwealth. Zeller Kern Wealth Advisors, 11335 Gold Express Drive, Suite 155, Gold River, CA 95670, 916-436-8270.
