Steve Margulin Email & Phone Number
Wealth Manager @ Retirement Extender®
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Steve Margulin Location
- Albuquerque, NM, US
Steve Margulin Work
- 2012 -now Wealth Manager @
- 1989 -now President @ Steven P Margulin CFP(R) CPA
- 2000 -2014 Lead Advisor @ Trusted Advisor/Trusted Team
- 1991 -1992 Controller @ Abuquerque Public Schools
- 1986 -1991 Audit Senior and Tax Senior @ CPA firms
Steve Margulin Education
- California State University, Northridge
BA (Economics)
1982-1986
Steve Margulin Skills
- Estate Planning
- Tax
- Financial Advisory
- Strategic Financial Planning
- Investments
- Income Tax
- Accounting
- Investment Advisory
- Retirement Planning
Steve Margulin Summary
- Steve Margulin, based in Albuquerque, NM, US, is currently a Wealth Manager at Retirement Extender®. Steve Margulin brings experience from previous roles at Steven P Margulin CFP(R) CPA, Trusted Advisor/Trusted Team, Abuquerque Public Schools and CPA firms. Steve Margulin holds a 1982 - 1986 BA in Economics @ California State University, Northridge. With a robust skill set that includes Estate Planning, Tax, Financial Advisory, Strategic Financial Planning, Investments and more. Steve Margulin has 1 emails and 1 mobile phone numbers on RocketReach.
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