Trevor K. Kern, AIF® AAMS
Co-Founder, Vice President and
Chief Financial Officer
CA Insurance Lic# 0D52471
Trevor Kern is an Accredited Investment Fiduciary®, Accredited Asset Management Specialist, practicing Wealth Advisor, and Vice President/CFO of Zeller Kern Wealth Advisors. He began his career at A.G. Edwards, working with Steven Zeller while earning his Master’s degree in Finance at California State University, Sacramento in 2001. During his career, Trevor has focused on providing proactive financial planning and investment management for his clients. He is committed to providing individualized and personal wealth management strategies, offering thoughtful and unique financial planning advice. Trevor and Steve shared a vision for creating a comprehensive wealth management process, our Focused Wealth® Process, and made that vision a reality by founding Zeller Kern Wealth Advisors.
Trevor is active in professional development organizations, building his knowledge and skills in wealth management. Trevor holds his Series 7, Series 30, Series 31, Series 63 and Series 66 registrations through Commonwealth Financial Network.
Trevor works extensively with business owners to manage their personal wealth and retirement plans as well as the retirement plans of employees. He helps clients establish, manage and maintain defined benefit plans (pension plans) and defined contribution plans (including 401k, 457, 403b, profit-sharing plans, money purchase plans, SEP and SIMPLE IRAs). He also provides guidance on how to transition from these plans at or before retirement, using IRA rollovers and in-service non-hardship withdrawals.
Trevor is an active participant in the community. He is a past advisory board member of the Sacramento Small Business Development Center, which offers training to help small business owners start and grow their businesses. Outside of the office, Trevor enjoys time with his wife and two daughters. He has a passion for the outdoors and likes to hike, fish, and golf. He also loves to travel, and plans to visit every park in the National Park System.
Memberships and Affiliations
Business Enterprise Institute
Fiduciary 360, fi360
Sacramento Metropolitan Chamber of Commerce
Financial Planning Association, Northern California Chapter
PEAK™ – Professional Development Group
People Reaching Out, Past Member of Board of Directors
Sacramento Small Business Development Center,
Past Advisory Board Member
Alumni Member of Delta Sigma Pi, Professional Business Organization