Albert Zdenek

Albert J. Zdenek, Jr., CPA/PFS, is a wealth-management entrepreneur best known as the founder, president and CEO of Traust Sollus Wealth Management. His own bio says he worked in the tax departments of Arthur Young & Company and Merck & Co. before founding his own CPA firm, then shifting the firm toward financial education and wealth management for high-net-worth clients.

Zdenek founded Traust Sollus in 1982. Mercer Advisors announced its acquisition of Traust Sollus on March 5, 2018, describing the firm as a boutique wealth manager focused on financial planning, investment management and tax planning for high-net-worth individuals. Genstar’s release said the transaction added New York City and Princeton offices, 26 staff, and about $420 million in assets under management to Mercer.

He holds a Rutgers College undergraduate degree and an MBA from Rutgers Graduate School of Business. Public profiles also list him as a CPA/PFS and author of the Forbes Books titles *Master Your Cash Flow* and *Master Your Business Cash Flow*.

Zdenek’s current public operating role is Executive Chair of CakeClub, a U.S.-based consumer fintech app built around his cash-flow-first financial planning framework. In 2025, he also co-founded Tyrus Pictures, an L.A.-based film production company, where public reporting describes him as a major shareholder and Executive Chairman.

• Zdenek’s public thesis centers on cash flow, financial clarity and decision-making. CakeClub quotes him: “When people can clearly see how money moves through their lives, they feel less overwhelmed and better prepared to make decisions on their own terms.”
• In consumer fintech, he focuses on democratizing wealth-building methods previously used with high-net-worth clients. CakeClub says its mission is to put “proven wealth-building principles into a simple, mobile-first app that anyone can use.”
• He appears to prefer opportunities where he can contribute operating judgment, not only capital. His LinkedIn post about Tyrus says he reviewed the business plan, got to know the film-production business, then saw “potential in investing, co-founding the venture, and having fun.”
• Public evidence does not show a broad angel portfolio, repeatable check size, or a stated seed-investing program. The verified pattern is selective co-founding or private investment tied to his expertise and interests.