Ralph S. Margel,  CFP<sup>&reg;</sup> - Financial Advisor

Ralph S. Margel, CFP®

Margel Wealth Management

28 Farview Ter
Paramus, NJ 07652-2726
(201) 843-0088

General

Ralph Margel is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Margel Wealth Management in Paramus, NJ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Retirement, Long-term Care, Sudden Wealth

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