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

Steven P. Margulin, CFP®

CPA

Lead Advisor

Retirement Extender(R)

7301 Jefferson St NE, Ste B
Albuquerque, NM 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 Retirement Extender(R) in Albuquerque, NM 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®)

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