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.