The Story of Al Zdenek, in a New York Minute

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For over thirty years, Al Zdenek has empowered thousands of people to transform their lives by educating them to make better financial decisions that allow them to live the life they want now and for the rest of their lives.

Nationally-recognized wealth advisor and CPA, and the Founder, President and Chief Executive Officer of Traust Sollus Wealth Management, Al and his company have consulted thousands of individuals, transforming their lives, by applying the education and proprietary processes he created. Knowing how to make better financial decisions will allow one to make the 100% correct financial decision, all the time.

Al 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. He is often asked to present on wealth management and is a prominent speaker at conferences around the country. He is a graduate from Rutgers College and from Rutgers Graduate School of Business. He lives in Manhattan and Paris.


Al Zdenek’s ultimate goal is to empower you to Transform Your Life. This is done by educating you to make better financial decisions which results in you living the life you wish now and in the future. It also allows you to achieve financial independence in less time or by working fewer years. If you are financially independent, then making better financial decisions will allow you to grow new wealth while preserving current wealth. Anyone can achieve their dreams now and continue to live for the rest of their lives by learning and applying the lessons that Al teaches.

He started Traust Sollus as a CPA firm. He had previously worked with Arthur Young & Company and the pharmaceutical giant, Merck & Co., Inc. in their tax departments creating sophisticated tax planning strategies. Traust Sollus found great success providing these sophisticated tax strategies to their high net worth and ultra-high net worth clients. However, clients began to ask other questions – questions that weren’t focused on tax, but how to make critical financial decisions that were important in securing their financial futures and to make sure their families were set financially and protected.

Al saw that clients without a good financial education or sound financial guidance were making poor and sometimes disastrous financial decisions. He realized there was a need and, as a result, the purpose and the focus of the services provided by his company shifted to provide financial education and wealth management for his clients. Through their proprietary Integrated Cash Flow Management Approach℠ and Wealth Building Formula® processes, Al and his team help clients make better financial decisions and recognize better financial choices. They help clients make the 100% correct financial decisions for their financial situations.

I tell everyone that next to my wife, meeting Al Zdenek was the most important thing to happen in my life. Prior to working with Al, my retirement savings consisted solely of an IRA contribution of $2,000 per year and a monthly whole-life premium. Al provided direction, structure, and encouragement for a lifetime investment strategy that guarantees that I will retire on time and with the wealth I need for years to come. More than telling me what I should do, Al taught me how to make wise financial decisions to live the life I wanted now and for the long term. This book contains the insights that transformed my life and will help everyone to realize that building wealth and retiring are absolutely within reach. As Al says, retirement is not the day you stop working, it is the day you have the freedom to decide what you want to do with the rest of your life.”

Hershey S. Bell, MD, MS, FAAFP
Professor, Vice President for Academic Affairs, and Dean, LECOM School of Pharmacy