Freelance magazine writer, book author, virtual office consultant and fee-only financial
advisor Joel P. Bruckenstein, CFP®, NAPFA Registered Financial Advisor, is Publisher
of Virtual Office News and a co-producer of Technology Tools for Today, the only
annual technology/practice management conference for independent advisors. Joel
also serves as Senior Technology Editor at MorningstarAdvisor.com. He writes a monthly
technology column for Financial Advisor magazine, and he frequently contributes
articles to Financial Planning magazine and other industry publications.
"Virtual Office Tools for a High-Margin Practice", Mr. Bruckensteinís practice management
and technology book co-authored by David Drucker, has garnered universal praise
from industry experts. The duoís second book, Tools & Techniques of Practice Management,
published by National Underwriters Company, is popular with both financial professionals
and academic institutions.
In addition to his writing duties, Mr. Bruckenstein is a practicing financial planner.
He is the President of Global Financial Advisors, Inc., a fee-only financial planning
and investment advisory firm located in Miramar, Florida. Mr. Bruckenstein is a
CERTIFIED FINANCIAL PLANNERTM certificant and a Chartered Mutual Fund Counselor
(CMFC). He is a former President of the Financial Planning Association (FPA) of
the Greater Hudson Valley and former Chair of the FPA Government Relations Tax Subcommittee.
His expert opinions have appeared in The Wall Street Journal, The New York Times,
Business Week, The Baltimore Sun, The Washington Post Investment Advisor Magazine,
Investment News, Gannett Newspapers, the New York Daily News, Kiplingerís Retirement
Report, the Journal of Financial Planning and other publications.