| David J. Drucker |
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Under the banner of "Drucker Knowledge Systems," David J. Drucker, MBA, CFP® provides the benefit of his more than 30 years of experience and research to other members of the financial services industry. He is the co-author of The Tools & Techniques of Practice Management (The National Underwriter Company, 2004) and Virtual Office Tools for a High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours (Bloomberg Press, 2002). He is also editor of the monthly newsletter Technology Tools for Today (formerly Virtual Office News). Drucker has written about practice management issues for financial advisors as a columnist or contributor to Financial Advisor, Financial Planning, Wealth Manager, and Research magazines, as a monthly columnist for MorningstarAdvisor.com and as co-founder of Technology Tools for Today. In addition to his writing and consulting, Drucker is an independent financial advisor who started his own advisory firm in the Washington, D.C. area in 1981 after working as a financial analyst in government and private industry for over ten years. Drucker still manages the financial affairs of a limited number of high-net worth clients as President of Sunset Financial Management, Inc., an Albuquerque, New Mexico state-registered advisory firm. Drucker is a member of the Financial Planning Association and the National Association of Personal Financial Advisors (NAPFA), and has served in a variety of NAPFA regional board member and conference planning roles during his many years of membership. He was named by the readers of Financial Planning magazine to its 2003 list of Movers, Shakers & Decision-Makers, and by Worth magazine as one of the Best Financial Advisors in the U.S. every year from the beginning of the Worth survey in 1994 through its 2001 listings when Drucker cut back his financial planning activities. In May 1996, he was given the NAPFA Distinguished Service Award for his contributions to the fee-only financial planning community. He is the original author of INTEGRATE financial planning software used by him and other financial advisors nationwide, now developed and distributed by PlanWare, Inc. Drucker is also a past member of the American Society of Journalists and Authors, serving on its finance committee, as well as the Rydex Funds' Skip Viragh Award Advisory Board. Drucker's community service activities include his volunteer work with the City of Albuquerque Animal Care Center and R.A.A.P. (Responsibly Adopting Albuquerque's Pit Bulls), a division of the Alliance for Albuquerque Animals. In 2003, he was recognized by Helping Everyone Reach Out in Community Service (H.E.R.O.I.C.S.) for his volunteer activities with the Animal Humane Association of New Mexico. For more information, see Dave's LinkedIn profile. CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing |
