Steve Margulin Email & Phone Number
Wealth Manager @ Retirement Extender®
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Steve Margulin Location
- Albuquerque, NM, US
Steve Margulin Work
- Wealth Manager @ (December 2012 - Present)
- President @ Steven P Margulin CFP(R) CPA (January 1989 - Present)
- Lead Advisor @ Trusted Advisor/Trusted Team (December 2000 - December 2014)
- Controller @ Abuquerque Public Schools (January 1991 - January 1992)
- Audit Senior and Tax Senior @ CPA firms (January 1986 - January 1991)
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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Others Named Steve Margulin
Steven Margulin
Senior Tax Strategist
Albuquerque, NM, US
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Steve Margulin
Wealth Manager
Albuquerque, NM, US
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