How To Educate Clients With Al Zdenek

Описание: Our wealth authority of the week is Al Zdenek. Al is an entrepreneur and has been a leader in the Wealth Management industry for more than 40 years. He is a Personal Financial Specialist (PFS), a Certified Public Accountant (CPA) and the author of bestselling books "Master Your Cash Flow: The Key to Grow And Retain Wealth" (ForbesBooks) and "Master Your Business Cash Flow: Grow The Company You Love, Live The Life You Want Now" (ForbesBooks).

He has founded many businesses in his career. Of these, Traust Sollus Wealth Management, founded in 1982 was sold to Mercer Advisors in 2018. He recently co-founded Servat, LLC. Servat is a fintech company, which has created the CakeClubapp (www.CakeClubapp.com) to educate users on how to make the best financial decisions all of the time, find cash flow to save or spend, aim to work less in life, achieve their financial goals sooner but also live the life they wish along the way.

He also founded Tyrus Pictures LLC, a feature film production company headquartered in LA. They aim to attract the best talent to produce high-quality and memorable cinema. He serves as Executive Chair.

The NYT, WSJ, USA Today, Forbes, Yahoo Finance, Fox Business, U.S. World News Report are some of the publications to which he has contributed. He has enjoyed lecturing to many organizations across the USA. He has served on the Board of Directors of Somerset Medical Center, Somerville, NJ, the Board of Directors of the New Jersey Society of CPAs, and on the Board of Trustees of the New England Historic Genealogy Society, Boston, MA.

Serving the public, he has held elected office as a Councilman and as Police Commissioner for his town.

His interests include writing, traveling, wine, cooking, reading, genealogy, and appreciation of art. He supports charitable causes such as the Inner-City Scholarship Fund of New York City. He is an enthusiastic mentor to entrepreneurs and others.

He is also an aspiring classical concert pianist hoping to play Carnegie Hall someday!

Al has two sons and lives with his spouse in Miami and Paris.

https://indiebooksintl.com
Season 2, Episode 3