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Al Zdenek

Mercer Advisors

New York, US

Executive Vice President

Mercer Advisors

Al Zdenek

Biography

Al Zdenek, Author, Speaker, Wealth Advisor, is the founder, former president and CEO of Traust Sollus Wealth Management which he merged into Mercer Advisors in 2018. He has been a leader in the wealth management industry for more than 30 years. He is also a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS).

Often named as one of the top financial advisors in the US, Al’s contributes his vast experience and advice in all aspects of financial planning and advice to affluent individuals, business owners, senior executives and physicians.

Al is an expert media contributor and has written for or been quoted in The Wall Street Journal, The New York Times, Forbes, Yahoo Finance, Fox Business Radio, US World News Report. He is a best-selling author with "Master Your Cash Flow:The Key To Grow And Retain Wealth" (ForbesBooks 2017) and with "Master Your Business Cash Flow: Grow the Company You Love, Live The Life You Want Now" (ForbesBooks 2018). He has appeared on hundreds of radio, TV and podcasts.

He has lectured on financial planning and investment management to many companies and organizations across the country, including the Gathering of Titans, Pfizer, Vistage, National Association of Personal Financial Advisors (NAPFA), the American Gastroenterological Association. He has served on the Board of Directors of Somerset Medical Center and the Board of Directors of the New Jersey Society of CPAs. He is a member of the American Institute of Certified Public Accountants (AICPA). Al is listed in the International Who’s Who of Entrepreneurs.

An active philanthropist he devotes time to supporting the Inner-City Scholarship Fund of New York City, Rutgers and teaching. He is a trustee of the New England Historic Genealogical Society.

Personal Business Advice

Protect Your Time. There is not a lot of it in your life. Don't let others waste it. Have your business operate around the needs and wants of your personal life. Run the business, don't let it run you. Live the life you want now, not just in the future. Surround yourself with a Team of Championship Advisors in your business, career or personally.

Al Zdenek’s Newsfeed

28 Sep 2018
DEBT is NOT a Four Letter Word: Well, Really It Is…But It Is A Good One!

Al Zdenek of Mercer Advisors posted an article on his blog. "My advice is that before you decide to pay off debts quickly, think about how it’s going to affect other aspects of your business. How is it going to affect your goals, retirement, and business plan? What’s it going to do to your cash flow? Too many small businesses just don’t run the numbers."

 

 

22 Aug 2018
Forbes
ForbesBooks Author Voice

A renowned speaker and best-selling author, Zdenek regularly speaks to the media and at prominent conferences on wealth management topics...

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Al Zdenek’s Background

Executive Vice President
Jan 2018 - Present
New York, US
Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight & long-term collaborative partnerships.
President & CEO
Dec 1982 - Mar 2018
New York, US
Traust Sollus is one of the premier wealth management companies in the US, providing comprehensive personal financial planning, investment advisory, tax planning and filing, estate, cash flow management and insurance services to high net worth individuals, families & family-owned business.
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Other Business Interests

Author
Oct 2018 - Present
New York, US
Master Your Business Cash Flow(TM) Grow the Company You Love, Live the Life You Want Now, Al's latest book will answer all of the potential questions about running small to medium-sized businesses and give a process for making better financial choices.
Author
Sep 2017 - Present
New York, US
A book about always making the 100% correct financial decision, achieving financial independence sooner in life, working less in life and living the life you want now and in the future. You do this by becoming the master of your cash flow.
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Current Non-Executive Positions

Member of the Board of Directors
Oct 2018 - Present
New York, US
Center Stage Capital allows its shareholders to invest directly in a portfolio of original theatre productions on Broadway, Off Broadway, Las Vegas, regional Theaters and international stages.
Member
New York, US
The American Institute of CPAs is the world’s largest member association, representing the accounting profession.. AICPA members represent many areas of practice, including business and industry, public practice, government, education & consulting.
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Previous Non-Executive Positions

Supporter
New York, US
Global Partnership for Afghanistan (GPFA) works with rural Afghans, to create farm businesses that alleviate poverty, build sustainable livelihoods and promote economic development.
Member of the Board of Directors
Somerville, US
RWJUH Somerset aims to provide patients with the best healthcare possible and has been recognized for outstanding quality and dedication to patient safety, earning the prestigious Magnet® Award for Nursing Excellenc. Their Centers of Excellence include cardiovascular, cancer, stroke & joint replacement care.
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Philanthropy

Supporter
New York, US
Inner-City Scholarship Fund changes lives for the better by providing families, with demonstrable financial needs, the opportunity to give their children a quality, values-based K-12 Catholic education within the Archdiocese of New York. Inner-City exists to ensure that the gift of an excellent Catholic school education continues to be a viable option for students of all faiths.

Al Zdenek’s Education

MBA, Business Accounting & Tax
1977 - 1978
BA, Business Administration
1971 - 1975