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 live the lives they want now and in the future by demystifying the concepts surrounding personal finance. As a nationally recognized wealth advisor and Executive Vice President of Mercer Advisors, Al’s proprietary processes and applicable education have helped his clients make the 100% correct financial decisions at all times. He has been featured in lists of the nation’s top financial advisors, and his expertise is often consulted in media surrounding wealth building and wealth management topics. Al is a graduate of Rutgers College and Rutgers Graduate School of Business. He lives in Manhattan and Paris.

Al worked in the tax departments of Arthur Young & Company and pharmaceutical giant Merck & Co., Inc. before founding CPA firm Traust Sollus. It was here, in the midst of creating tax strategies for high net worth clients, that he stumbled upon his true calling. Clients were asking questions that went beyond their taxes to the heart of their lives, emphasizing a desire to understand the critical financial decisions informing their futures and their families’ security.

Al saw intelligent clients make poor—sometimes even disastrous—financial decisions simply because they lacked sound financial education and guidance. In response to this widespread issue, he pivoted the focus of his company to provide financial education and wealth management for his clients. Through Traust Sollus’ Integrated Cash Flow Management Approach ℠ and Wealth Building Formula ® processes, Al and his team now assist clients in recognizing and making better financial decisions that allow them to reach their goals sooner and work less in life.

Master Your Cash Flow is a must-read for anyone interested in managing their financial future. Al Zdenek uses his years of entrepreneurial, financial, and investment experiences to give the reader real advice and empower them to grow their wealth and to live the life they desire now and in the future. The pages of this book guide and educate the reader in practical and easy-to-read language on the process to create a financial plan and then execute against that plan for financial well-being. I too frequently have seen very successful entrepreneurs and business leaders not pay attention to financial planning and wealth management only to find out that the plan they had in their head was only a wish. Plan your life and personal finances like you plan your business. In Master Your Cash Flow, Al Zdenek provides you the methodology to do just that. A most important, great book to read!”

Lee Froschheiser
Executive Chairman and Senior Consultant, Management Action Programs, Inc.; Author, Vital Factors: The Secret to Transforming Your Life