Al Zdenek, president and CEO of Traust Sollus Wealth Management, has more than 30 years of experience in providing personal financial planning, cash-flow planning, estate planning, business management, tax planning and investment management advice to affluent individuals, senior executives, physicians and business owners. He has appeared in lists of the nation’s top financial advisors and is often quoted in the media about wealth building and wealth management. He also has lectured on financial planning and investment management across the country. Mr. Zdenek founded Traust Sollus in December 1982. He holds an undergraduate degree from Rutgers University and an MBA degree from Rutgers Business School.
Al Zdenek, president and CEO of Traust Sollus Wealth Management, has more than 30 years of experience in providing personal financial planning, cash-flow planning, estate planning, business management, tax planning and investment management advice to affluent individuals, senior executives, physicians and business owners. He has appeared in lists of the nation’s top financial advisors and is often quoted in the media about wealth building and wealth management. He also has lectured on financial planning and investment management across the country. Mr. Zdenek founded Traust Sollus in December 1982. He holds an undergraduate degree from Rutgers University and an MBA degree from Rutgers Business School.
Despite the experts advising me, my financial life still feels disorganized. What am I missing?
Like many people, you may have assembled your financial team early in your career through recommendations or referrals, or you may have inherited them from your parents. However, as you continue building wealth and require better wealth management, you may feel that your financial matters are outpacing the sophistication of your financial professionals. While loyalty […]
