Al Zdenek is the owner of New York City-based Traust Sollus Wealth Management. He has over thirty years of experience transforming lives through empowering people to make better financial choices and providing wealth management services to high-net worth individuals, senior executives, physicians, and business owners. He has been selected to appear in lists of the nation’s top financial advisors and is often quoted in the media about wealth building and wealth management topics. Al is often asked to present on wealth management and is a prominent speaker at conferences around the country. Al is the author of Master Your Cash Flow: The Key To Grow And Retain Wealth.. www.tswealth.com, or www.alzdenek.com
Al Zdenek, Jr. CPA/PFS is the president, chief executive officer, and founder of Traust Sollus Wealth Management LLC, a boutique wealth management firm serving high net-worth individuals and families. For over 30 years, the New York City-based certified public accountant (CPA) and personal financial specialist (PFS), has empowered people to transform their lives, guiding them to make the best financial choices so that they can achieve the way they wish to live, now and in the future.
His work with clients, which includes senior executives, physicians and business owners, consists of comprehensive personal financial planning, investment portfolio construction and management analysis of and ongoing strategic support for both personal and business-related cash-flow management, tax planning and preparation, retirement planning, trust and estate planning, planned giving and sophisticated life insurance strategies.
Prior to founding his company, he worked for Ernst & Young, in the tax department, and for Merck & Co. Inc. in the corporate tax department.
Al has been selected numerous times to appear on lists of the nation’s top financial advisors, and is often quoted in the media about wealth building and wealth management topics.
Al has presented on wealth management topics to many senior executive and professional association meetings across the country, including many corporate meetings such as with Pfizer, the National Association of Personal Financial Advisors (NAPFA), the American Institute of Certified Public Accountants (AICPA), many state societies of CPAs, the American Gastroenterological Association, The Healthcare Financial Management Association and many medical institutions.
He has served on the board of directors of Somerset Medical Center, in New Jersey. He also is a prominent speaker at conferences for wealth management industry professionals, leading teaching sessions on firm management topics such as mergers and acquisitions, firm vision, managing firm goals, and succession planning.
Al holds a B.A. from Rutgers College and an MBA from Rutgers Graduate School of Business.
His public service includes being elected for nine years to the Borough of Flemington Council in New Jersey. His duties included serving seven years as police commissioner of the borough. He also spends time supporting the Inner-City Scholarship Fund of NYC, Virtual Enterprises, Inc., and other charities. He resides in Manhattan and Paris. To learn more, please consult: www.TSWealth.com.
Books By Al Zdenek:
Master Your Cash Flow: The Key To Grow And Retain Wealth.