Kevin W. MargolisCPA, PFS
BIO
Meet Kevin W. Margolis
After a decade in public accounting and physician practice management, Kevin turned his interest in financial planning and investments into a career. After rigorous research and meeting with many firms in the area, Kevin was fortunate enough to find a spot within the SFMG team. Kevin’s goal with each client is to ensure everything he does is in their best interest. All his work is done with the utmost privacy and confidentiality.
Kevin began saving and investing at an early age; he even saved enough to buy his own first car at the age of 14, before he could even drive! He also watched his cousin’s financial strategies fail after a market crash as a college freshman. Kevin says those lessons now guide how he works with his clients, as well as teach money management to his own son and daughter.
Kevin is originally from Massachusetts, but his family has made a home in Texas. Kevin, his wife, two kids, all graduated from the University of Texas. Hook’em! He and his wife also have a Micro Mini Golden Doodle named Ziggy. She is the sister of Fitz–his colleague Devin’s pup!
Education
The University of Texas at Austin
Professional Involvement
Financial Planning Association, Dallas Estate Planning Council, American Institute of CPAs, Advisory Board for the following Alternative Investments – Caddo Office Reimagined, Phoenix Capital, Five States Energy
Philanthropic Involvement
University of Texas McCombs School of Business Wealth Management Advisory Board Member, Greene Family Camp Committee, Dallas Jewish Community Foundation Board of Trustee and Professional Advisory Committee
Credentials / Certifications
Alternative Investments, Investment Management, Estate Planning, Asset Protection Planning
More About Kevin W. Margolis
Words to Live by
Q+A with Kevin
Framingham, Massachusetts
A Black Eye – it has two shots espresso and brewed coffee.
Private/Alternative investments – real estate deals, venture capital and private equity deals.