Mr. Joel P. Bruckenstein This is Me

Education

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1. 1. www.financialadvisormagazine.com

   www.financialadvisormagazine.c - [Cached]

   Published on: 6/1/2008   Last Visited: 6/26/2008

   By Joel BruckensteinOnline document storage systems have advanced considerably over the last few years.

2. 2. www.onwallstreet.com

   www.onwallstreet.com/asset/art - [Cached]

   Published on: 5/1/2008   Last Visited: 5/4/2008

   By Joel Bruckenstein
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   Joel Bruckenstein is an author, technology consultant and publisher of Virtual Office News.He is a frequent contributor to Financial Planning.

3. 3. Virtual Office News - Financial Planners, Investment Advisors, Portfolio Managers located in Albuquerque, NM.

   www.virtualofficenews.com/what - [Cached]

   Published on: 3/8/2008   Last Visited: 3/8/2008

   In late 2001, Bloomberg Press published Virtual Office Tools for a High Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead and Wasted Hours by David J. Drucker and Joel P. Bruckenstein.
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   Authors Drucker and Bruckenstein decided this was much too slow a pace to accommodate the more frequent technological innovations available to advisors, and that a monthly publication of some sort would better serve their readers.
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   Joel P. Bruckenstein, CFS, CMFC, CFP®
   
   Freelance magazine writer, book author, virtual office consultant and fee-only financial advisor Joel P. Bruckenstein, CFP®, is the Publisher of Virtual Office News.He frequently contributes articles to other financial planning publications including Wealth Manager, Inside Information, the Journal of Financial Planning, NAPFA Advisor, Financial Advisor and www.Horsesmouth.com.In addition, he is the Senior Technology Editor at www.MorningstarAdvisor.com.
   <
   br>Virtual Office Tools for a High-Margin Practice, Mr. Bruckenstein's practice management and technology book co-authored by David Drucker, has garnered universal praise from industry experts.
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   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 PLANNERT 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, and the New York Daily News, Kiplinger's Retirement Report, the Journal of Financial Planning and other publications.