David Ortiz at tech4advisors.com

I first got interested in computers and technology in the mid-1980s while I was working in the restaurant business. I’ve been tinkering with gadgets and software ever since. I’ve been a financial advisor now for a decade, and currently direct my own firm, the Financial Chef, in Coral Gables (Miami), Florida. Our particular focus is on highlighting the symbiotic relationship between food and finance, and using food to ease the stress of the planning process. (You can read more about me and my firm at cfpchef.com.) I have spent many hours tinkering with technology to improve my business. On this blog, I aim to show you how to similarly streamline your practice.