Trevor Kern, Vice President and CFO at Zeller Kern Wealth Advisors, is a highly qualified wealth adviser with extensive experience in retirement planning, business value building, investment advice, asset protection planning, and legacy planning. A graduate of California State University-Sacramento, he holds an MBA and BS degree. Before joining Zeller Kern, Trevor was a Financial Consultant at A.G. Edwards & Sons, Inc.

His priority is to understand his clients' goals, desires, and priorities and craft solutions based on his experience, credentials, and knowledge of investing. Trevor collaborates with clients to create innovative, commission-free solutions that help clients achieve their objectives. He offers proactive communication and service to build a strong relationship with his clients.

As a registered investment adviser and representative, Trevor provides investment advisory and securities services through Commonwealth Financial Network, a registered investment adviser. He also offers financial planning services and fixed insurance products and services through Zeller Kern Wealth Advisors, a registered investment adviser.