Al Zdenek
Mr. Zdenek has been a leader in the Wealth Management industry for more than 30 years. Mr. Zdenek is a Personal Financial Specialist (PFS) and Certified Public Accountant (CPA). Fewer than 2,500 CPAs out of more than 500,000 nationwide have achieved the PFS accreditation.
Founding Traust Sollus Wealth Management in 1982, he has over thirty years experience in providing financial planning, investment portfolio structuring and management, strategic analysis and support in cash flow management, tax planning and preparation, retirement planning, trust and estate planning, planned giving and risk management/insurance planning advice to affluent individuals, senior executives, physicians and business owners. Over the years he has been among those selected to appear in lists of the nation's top financial advisers and is often quoted in the media about wealth building and wealth management topics.
Al is an expert media contributor for Forbes, Yahoo Finance, Fox Business Radio, U.S. World News Report and is an Amazon best-selling author. He has lectured on financial planning and investment management to many organizations across the country including the National Association of Personal Financial Advisors (NAPFA), the American Gastroenterological Association and the Healthcare Financial Management Association, among other professional groups. He has served on the Board of Directors of Somerset Medical Center, Somerville, NJ and the Board of Directors of the New Jersey Society of CPAs.
His organizational memberships include the American Institute of Certified Public Accountants (AICPA) and the New York Society of Security Analysts (NYSSA). Additionally, Al is listed in the International Who's Who of Entrepreneurs. Al's hobbies include traveling internationally, wine, cooking and collecting art. He also spends time supporting the Global Partnership for Afghanistan, the Inner-City Scholarship Fund of New York City, and teaching, especially underprivileged children.
Mr. Zdenek has been a leader in the Wealth Management industry for more than 30 years. Mr. Zdenek is a Personal Financial Specialist (PFS) and Certified Public Accountant (CPA). Fewer than 2,500 CPAs out of more than 500,000 nationwide have achieved the PFS accreditation.
Founding Traust Sollus Wealth Management in 1982, he has over thirty years experience in providing financial planning, investment portfolio structuring and management, strategic analysis and support in cash flow management, tax planning and preparation, retirement planning, trust and estate planning, planned giving and risk management/insurance planning advice to affluent individuals, senior executives, physicians and business owners. Over the years he has been among those selected to appear in lists of the nation's top financial advisers and is often quoted in the media about wealth building and wealth management topics.
Al is an expert media contributor for Forbes, Yahoo Finance, Fox Business Radio, U.S. World News Report and is an Amazon best-selling author. He has lectured on financial planning and investment management to many organizations across the country including the National Association of Personal Financial Advisors (NAPFA), the American Gastroenterological Association and the Healthcare Financial Management Association, among other professional groups. He has served on the Board of Directors of Somerset Medical Center, Somerville, NJ and the Board of Directors of the New Jersey Society of CPAs.
His organizational memberships include the American Institute of Certified Public Accountants (AICPA) and the New York Society of Security Analysts (NYSSA). Additionally, Al is listed in the International Who's Who of Entrepreneurs. Al's hobbies include traveling internationally, wine, cooking and collecting art. He also spends time supporting the Global Partnership for Afghanistan, the Inner-City Scholarship Fund of New York City, and teaching, especially underprivileged children.
Taking Care of Your Financial Health
Most successful executives, physicians and savvy individuals know how to make money. Few know how to make the best financial choices once they have wealth. And they know even less on how to pass knowledge on to heirs. Al presents a way to make the 100% correct financial choices in an entertaining but serious fashion. You leave with a clear understaning on how to make the best financial decisiosn and more importanly, live the life you want now and in the future with...
