Private Wealth Management Summit September 2019
Al Zdenek
Executive Vice President | Mercer Advisors
Speaker Presentation
Master Your Cash Flow
Speaker Bio
Al Zdenek joined Mercer Advisors as part of the Traust Sollus Wealth Management acquisition. During his career, he has empowered thousands of people to transform their lives by educating them to make better financial decisions that have allowed them to achieve or retain economic freedom, living the life they want now and for the rest of their lives. He is a CPA and Personal Financial Specialist (PFS). Previously, he was the Founder, President and CEO of Traust Sollus, which he started over 30 years ago. He initially started the company as a CPA firm, which focused on sophisticated tax planning and solutions but transitioned it to a boutique wealth management firm which featured comprehensive personal financial planning and finding additional cash flow for clients when he saw that clients were not making the best financial decisions.
His mission is to empower people to make the best financial choices, avoid disastrous ones and achieve economic freedom, living the life they wish along the way. To achieve this, they should always make the best cash flow decisions. To show them how, he wrote a bestselling book, Master Your Cash Flow™: The Key To Grow And Retain Wealth (ForbesBooks 2017). He has an upcoming book, Master Your Business Cash Flow™: Grow the Company You Love, Live The Life You Want (ForbesBooks 2018).
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. In 2019, Al made Forbes' Best-in-State Wealth Advisor ranking as the 17th best in New York. 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 and serves as a Trustee with the New England Historic Genealogical Society. He lives in NYC and Paris, loves speaking, writing, cooking, wine, and travel. He makes it a point to travel to at least one new travel destination a year.
Speaker Presentation
Master Your Cash Flow
Speaker Bio
Al Zdenek joined Mercer Advisors as part of the Traust Sollus Wealth Management acquisition. During his career, he has empowered thousands of people to transform their lives by educating them to make better financial decisions that have allowed them to achieve or retain economic freedom, living the life they want now and for the rest of their lives. He is a CPA and Personal Financial Specialist (PFS). Previously, he was the Founder, President and CEO of Traust Sollus, which he started over 30 years ago. He initially started the company as a CPA firm, which focused on sophisticated tax planning and solutions but transitioned it to a boutique wealth management firm which featured comprehensive personal financial planning and finding additional cash flow for clients when he saw that clients were not making the best financial decisions.
His mission is to empower people to make the best financial choices, avoid disastrous ones and achieve economic freedom, living the life they wish along the way. To achieve this, they should always make the best cash flow decisions. To show them how, he wrote a bestselling book, Master Your Cash Flow™: The Key To Grow And Retain Wealth (ForbesBooks 2017). He has an upcoming book, Master Your Business Cash Flow™: Grow the Company You Love, Live The Life You Want (ForbesBooks 2018).
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. In 2019, Al made Forbes' Best-in-State Wealth Advisor ranking as the 17th best in New York. 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 and serves as a Trustee with the New England Historic Genealogical Society. He lives in NYC and Paris, loves speaking, writing, cooking, wine, and travel. He makes it a point to travel to at least one new travel destination a year.