Danielle Margulis (BS, CFP®)

Danielle Margulis focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • College/Education Planning
  • Financial Psychology/Coaching
  • Hourly

NAPFA Start Date

July 05, 2017

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This Office

5 Greentree Ctr 525 Route 73 North, Suite 312 Marlton, NJ 08053-3432 Phone: (856) 985-8400 Fax: (856) 985-8151