About Us

The Index Fund Educator is a financial education venture of Bruce Feldman, Inc., a California corporation (“BFI”). The president and founder of BFI is Bruce Feldman.

Mr. Feldman has over 20 years experience in the area of financial education. Mr. Feldman has conducted financial seminars for thousands of employees of major corporations including Hewlett-Packard and Apple Computer.  Mr. Feldman has also conducted public financial seminars.

Mr. Feldman authored Retirement Planning Highlights, a series of brochures on key retirement planning issues. He has also been a guest on numerous financial television and radio shows. Also, for several years, Mr. Feldman was a regular contributing columnist for the Investment Insights column in the San Mateo Times, San Mateo, California.

Mr. Feldman is a registered investment advisor and a certified financial planner. Mr. Feldman is also the principal of Balance Sheet Financial Services (BSFS), an investment advisory firm, located in Pacifica, California. Established in 1985, BSFS specializes in providing investment management services in accord with the investment principles espoused on the Index Fund Educator web site: index fund based portfolios developed in the context of a proper asset allocation plan. See Investment Advisory Services elsewhere on this web site.

To learn more about the various educational services of the Index Fund  Educator, click on IFE Services or email us questions or comments at info@indexfundeducator.com.