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Trevor Kern, AIF®, CBC, AAMS
The Business Owner's Wealth Adviser ~ Financial Adviser to Individuals & Families ~ Financial Planning ~ Investment Fiduciary ~ Retirement by Design, not Default ~ I help business owners build the value of their company.
Trevor Kern is a Wealth Adviser and the Vice President/CFO at Zeller Kern Wealth Advisors. He holds several professional designations, including Accredited Investment Fiduciary® (AIF®), Certified Business Coach (CBC), and Accredited Asset Management Specialist (AAMS).
In his role at Zeller Kern, he specializes in retirement planning, business value building, investment advice, and business exit strategies. Kern is based in the Greater Sacramento area and has a focus on providing tailored financial solutions to his clients.12
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Location
Greater Sacramento
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