Customer Service: (715) 835-5900

Margulin, CPA/ PFS, CFP, CMA, ChFC, Steve

CPA/ PFS, CFP®, CMA, ChFC, Wealth Manager, Managing Member for Retirement Extender® Mr. Margulin is a well-known financial advisor and life coach in Albuquerque, New Mexico. He has made a lifelong commitment to learning and has earned five professional designations. Mr. Margulin 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, he teaches retirement readiness and enhancing life in retirement coursework as an adjunct professor through the University of New Mexico. 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 meet their financial goals; and have the financial freedom to make the choices that allow them to enjoy life.