Paladin Registry ranks Steven Zeller as a Five Star Advisor eight years in a row.
The Paladin Registry (www.paladinregistry.com) is an independent firm that provides free education, search, and documentation services to investors who use the services of financial planners and advisors. The Registry awards its Five Star quality rating to professionals who meet its high minimum standards or credentials, ethics, and business practices. Less than 10% of practicing planners and advisors meet the Registry’s minimum standards.
Zeller Kern Wealth Advisors Inc. is chosen by Sacramento Magazine as a Five Star Wealth Manager six years in a row.
This distinction is only awarded to wealth managers who have scored highest in client based research conducted by a national independent research company under the direction of Crescendo Business Services. The distinction is awarded to a maximum of just 7 percent of financial professionals in any market area. The distinction is not based on sales volume but on how consumers and financial services industry professionals have evaluated their experience in working with that individual.
Zeller Kern Wealth Advisors Inc of Gold River California is named by Advisor One Research Magazine as one of the “Top Wealth Managers” five years in a row.
Zeller Kern Wealth Advisors is a comprehensive wealth advisory firm that provides wealth advisement and asset management for its affluent individual clients, institutions and businesses. Advisor One Research Magazine selects their “Top Wealth Manager’s” based on a firm’s growth, their average three-year growth, their AUM per staff, and the AUM per client.
Zeller Kern Designated as Premier Advisor in Gold River by the National Association of Board Certified Advisory Practices
June 29, 2012 – Zeller Kern announced today that Steven Zeller andTrevor Kern have been recognized as NABCAP Premier Advisors, an exclusive group of financial advisors who represent the best in quality wealth management in Gold River, CA.
The designation is awarded annually by the National Association of Board Certified Advisory Practices (NABCAP), a nationally-registered 501(c)(3) nonprofit organization, established to serve the needs of the investing public by helping identify top wealth managers. The selection process is based on a proprietary system whose ultimate goal is to provide investors and advisors a trusted standard of excellence to help guide them within the financial services industry.
The evaluation process assesses 20 categories of practice management, which include areas such as customer service, risk/investment planning philosophy, credentials, team dynamics, fee/cost structure, and average AUM per client among other areas.
The NABCAP Premier Advisors were announced in the June 29, 2012 edition of the Sacramento Business Journal.