Meet Steve

 

Steve Margulin is a well-known financial advisor and life coach in Albuquerque, New Mexico, who has guided individuals and families on financial matters since 1993. Steve has made a lifelong commitment to learning and has earned five (5) professional designations.  He customarily takes over 100 hours of continuing education to stay current and learn more about the subjects he advises on.

As a Certified Public Accountant, Steve teaches retirement readiness and enhancing your life in retirement coursework as an Adjunct Professor through the University of New Mexico.  The courses blend financial education with life planning to help clients build wealth, align their money with their values, and teach attendees to pursue to and maintain a healthy retirement.

Steve uses a holistic approach to help clients maintain and improve their financial well-being as a Wealth Advisor and Managing Member of Retirement Extender®, a Branch Office of CWM, LLC, an SEC Registered Investment Advisor.

Steve implements his holistic approach by using an integrated team of investment, planning, & tax specialists at Retirement Extender®.  His goal is to ensure clients have control over their day-to-day, month-to-month finances; have the capacity to absorb a financial shock; be on track to pursue their financial goals; and have the financial freedom to make the choices that allow them to enjoy life.

A graduate of California State University, Northridge, Steve earned a bachelor’s degree in economics. He has taken graduate coursework in taxation at San Joaquin College of Law and at the University of New Mexico. A former controller of a school district, he has donated time and money to many not for profit organizations including serving as president of the Albuquerque Chapter of Institute of Management Accountants, treasurer of the Society of Financial Service Professionals and also of the Jewish Federation of Central New Mexico.

Steve grew up in the Los Angeles area and has been living in New Mexico for over 30 years, where he enjoys classical music, playing the violin, sports (especially the UNM Lobos and the LA Dodgers), and bike riding. He also likes traveling with his wife, Iris, and visiting her three children and six grandchildren.

Summing up his work, Steve says, “What I want for my clients is their financial freedom. I track their goals, monitor their investments, and provide accountability and life coaching, so they progress in that direction.”

 

Tax preparation services are offered through Steven P. Margulin CPA, PC. CWM, LLC does not offer tax preparation services or provide legal or tax advice.

 

Best piece of financial advice received:

Not every dollar should be invested, some should be kept in cash

Favorite TV show:

The Jetsons

Something on your bucket list:

Learn to play the violin