Steven P. Margulin is a well-known financial advisor and life coach in Albuquerque, New Mexico, who has advised on well over $100 million of investments since 1993. Steve has made a life-long commitment to learning and has earned the following professional designations: Certified Financial Planner (CFP®), Certified Management Accountant (CMA), Chartered Financial Consultant (ChFC), plus he continues to practice as a CPA (Certified Public Accountant).

A graduate of California State University, Northridge, Steve earned a Bachelors degree in Economics. He has taken graduate coursework in taxation at San Joaquin College of Law and at the University of New Mexico. A former controller of the Building Fund and General Fixed Assets for the Albuquerque Public Schools and former president of the Albuquerque Chapter of Institute of Management Accountants, he was also the treasurer of the Society of Financial Service Professionals. And, in accordance with his own values, he has been active in community service since 1994. He is currently Chair of the Professional Advisory Committee of the Jewish Community Endowment Fund and Chair of the Allocations Committee of the Jewish Federation of New Mexico.

Steve grew up in the Los Angeles area and has been living in New Mexico for almost two decades, where he enjoys the mountains, the fresh air, sports (especially the UNM Lobos and the LA Dodgers), and racquetball. He also likes traveling with his wife, Iris, and visiting her three children and five grandchildren.

Summing up his work, Steve says, "What I want for my clients is their financial freedom. I track their goals, monitor their investments, and provide accountability and life coaching, so they progress in that direction."