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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

Highlights

Nov 2 · linkedin

529 Plan to Roth IRA coming in 2024! This is a great option for plan with remaining balances.

#529plans #RothIRA

Oct 19 · linkedin

Higher interest rates continue to put pressure on the labor market. Even for the Federal Reserve. Will this tip the scale toward a recession?

#economy #interestrates #markets #federalreserve

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Trevor Kern, AIF®, CBC, AAMS
Trevor Kern, AIF®, CBC, AAMS, photo 1
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Location

Greater Sacramento