CFP®, CMA, ChFC, PFS, CPA
Wealth Manager, Managing Member
Steven P. Margulin is a well-known financial advisor and life coach in Albuquerque, New Mexico, who has advised on well over $100 million of investments since 1993. Steve has made a lifelong commitment to learning and has earned the following professional designations: Certified Financial Planner (CFP®), Certified Management Accountant (CMA), Chartered Financial Consultant (ChFC), CPA Personal Financial Specialists (PFS) plus he continues to practice as a CPA (Certified Public Accountant).
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 the Building Fund and General Fixed Assets for the Albuquerque Public Schools and former president of the Albuquerque Chapter of Institute of Management Accountants, he was also the treasurer of the Society of Financial Service Professionals. And, in accordance with his own values, he has been active in community service since 1994. He is currently president of the Endowment committee of his synagogue.
Steve grew up in the Los Angeles area and has been living in New Mexico for over 25 years, where he enjoys the mountains, the fresh air, 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.”
GETTING TO KNOW STEVE
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