Thursday, July 24, 2008

Because I believe in full disclosure and want you, as my future client, to know as much about me as possible before we commit to an on-going professional relationship, I am posting my resume for you to view:

Experience
1993 to present Owner and Manager of a fee-based financial planning business Trusted Advisor Steven P. Margulin CPA CFP® Life Coach
1989 to present President of Steven P. Margulin CPA PC
2003 to present Office of Statutory Jurisdiction with Centaurus Financial, Inc.
2001 to 2003 Branch Manager with National Planning Corporation
1993 to 2001 Registered Representative with WS Griffith and Co., Inc.
1991 to 1992 Controller of Building Fund and General Fixed Assets, Albuquerque Public Schools
1986 to 1991 Accountant with local and national CPA firms

Professional Designations and Licenses
Certified Educator with Financial Educators Network, 2006
Certified Advisor in Philanthropy (CAP), in process
Certified Financial Planner (CFP®), 2002`
Chartered Financial Consultant (ChFC), 2002
Certified Management Accountant (CMA), 1992
Certified Public Accountant (CPA), 1989
NASD Series 24 Registered Principal, 2002
NASD Series 7 (General Securities) license, 1993
NASD Series 63 (Uniform Combined State Law Exam), 1993 (Grandfathered to Series 66)
Registered Investment Advisory Associate through Centaurus Financial, Inc.
Life, Health, Long Term Care & Disability Insurance licenses in NM and other states.
Registered to offer securities and advisory services in AL, CA, CO, IL, KS, MO, NC, NM, PA, TX, VT, & WA.

Education
B.A. in Economics
California State University, Northridge
Graduate Level Coursework in Taxation
San Joaquin College of Law, Fresno, CA
University of New Mexico, Albuquerque, NM
Continuing Professional Education in Life Planning, Investment Management, Financial Planning, Estate Planning, Income Tax, Accounting, Business Planning, and Business Operations

Community Service

2006 to present2005 to present2002 to 20052004 to 20072002 to 20052002 to 2005 Chair of Allocations Committee, Jewish Federation of NMChair of Professional Advisory Committee, Jewish Community Endowment FundEndowment Committee, Jewish Federation of Greater AlbuquerqueMember, Association of Fundraising ProfessionalsTreasurer, Jewish Federation of Greater AlbuquerqueTreasurer, Society of Financial Service Professionals
1997 to 2001 Board Member, Albuquerque Project Change
1996 to 2000 Retirement Planning Committee, NM Society of CPAs
1995 to 2000 Financial Planning Committee, NM Society of CPAs
1994 to 2002 Pro Bono Accountant, Read West, an adult literacy program
1993 to 1999 Treasurer, Rio Rancho Tips Club
1989 to 2003 Board Member, Institute of Management Accountants, Albuquerque
1994 to 1995 President, Institute of Management Accountants, Albuquerque