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Home > Financial Planner Directory > California > Gold River > Steven E. Zeller, CFP®, CExP, AIF
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Steven E. Zeller, CFP®, CExP, AIF

Zeller Kern

11335 Gold Express Dr
Ste 155
Gold River, CA 95670
Phone: (916) 436-8270

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Mutual Funds
  • Retirement
  • Life Planning

 

How Planner Charges
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I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.