Al Zdenek, CPA/PFS
President, Chief Executive Officer and Senior Wealth Advisor
Prior Experience: Arthur Young (now Ernst & Young), New York tax division, responsible for tax planning strategies; Merck, corporate tax department at international headquarters, defended the Merck consolidated tax return with the IRS and major states
Education: Bachelor’s degree, Rutgers University; MBA, Rutgers Graduate School of BusinessWhat makes Traust Sollus different from other firms?
We don’t just rely on investment returns to help people reach their goals; we find additional cash flow for them to save or spend. Our wealth advisors are all CPAs, so clients get more sophisticated advice.What inspires you to come to work each day?
Knowing that I can have a transformative effect on people’s lives. I find making an impact and helping my clients realize what’s possible to be tremendously rewarding. I am so passionate about helping people live the lives they want that I wrote a book on the subject. The book is called Master Your Cash Flow, and you can learn about it by visiting www.masteryourcashflowbook.com.How did you get into wealth management?
I started a CPA firm that concentrated on complex tax planning strategies. Early on, I saw that clients weren’t making good financial decisions, and that if they did, they could live the way they wanted to — or preserve what they had to stay financially independent. The opportunity to show them how to make good financial decisions was just too compelling, and I branched out into wealth management.What do you like to do when you’re not working?
I have many interests, including reading, cooking, collecting art, swimming and working on my family genealogy. I also travel extensively. I have an insatiable desire to see the world, and I go to at least one new place a year.