The Financial Forum welcomes Steve Zeller of Zeller Kern Wealth Advisors to the Fireside Room on July 22nd at 3 PM. His topic will be:
"The Hierarchy of a Fulfilling Life and Purpose" Incorporating "what matters in life" with your financial planning and managing your wealth.
Steven Zeller is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Business Exit Planner, Accredited Investment Fiduciary, practicing Wealth Advisor, and President of Zeller Kern Wealth Advisors. He has 28 years of experience within his profession. Steve is passionate about making a positive, life-enhancing difference for his clients and their families. He achieves this by developing a deep understanding of their situation and needs, delivering planning and solutions, and providing the highest level of client service possible— “it’s a relationship profession.”
The Financial Forum is a 501(C)3 organization in good standing and donations are welcomed and greatly appreciated. The mission of the club is to educate its members in all matters of finance, including insurance, real estate, wealth management, estate planning, long-term health care, fraud prevention, and identity theft. To make a reservation, please click the Register button. Light refreshments will be available. For more information on the speakers, please call Joe Hoffman at 925-954-7912.
