Steven P. Margulin,  CFP<sup>&reg;</sup> - Financial Advisor

Steven P. Margulin, CFP®

CPA

Senior Tax Strategist

Financial Gravity

7301 Jefferson St NE, Ste B
Albuquerque, 87109-4363
FINANCIAL ADVISOR'S WEBSITE
(505) 345-6611

General

Steven Margulin is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial Gravity in Albuquerque, and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Chartered Financial Consultant (ChFC®)
  • Personal Financial Specialist (PFS)

Insurance Licenses

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

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Long-term Care, Women's Finances

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Helpful Financial Planning Resources