T3 Conferences and Technology Hub
Freelance magazine writer, book author, virtual office consultant and fee-only financial advisor Joel P. Bruckenstein, CFP®, is the Publisher of Technology Tools for Today newsletter. He frequently contributes articles to other financial planning publications including Financial Planning magazine, Inside Information, the Journal of Financial Planning, NAPFA Advisor magazine and Financial Advisor magazine. Earlier in his career he was the Senior Technology Editor at www.MorningstarAdvisor.com.
Mr. Bruckenstein's practice management and technology books, co-authored with David Drucker -- Technology Tools for Today's High-Margin Practice (Bloomberg Financial Series, 2013) and Virtual Office Tools for a High-Margin Practice (Bloomberg Press, 2002) -- have garnered universal praise from industry experts. An additional book by Drucker and Bruckenstein which was published by National Underwriter Company in 2004, has also received good reviews.
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 FINANICIAL PLANNER™ professional, a Chartered Mutual Fund Counselor (CMFC), and a Certified Fund Specialist (CFS). 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. He is a member in good standing of the National Association of Personal Financial Advisors (NAPFA), the premier organization of fee-only financial planners and the Financial Planning Association (FPA).
Bruckenstein's 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, New York Daily News, Kiplinger's Retirement Report, Journal of Financial Planning and other publications.