Danielle Margulis, CFP

Financial Planner


Danielle Margulis, CFP

Financial Planner

Danielle has over 10 years of experience in the financial services industry. Formerly with Pinnacle Financial Advisors, Danielle was responsible for developing and updating clients' financial plans, answering their financial planning questions and serving on the firm's investment committee. She is a graduate of the University of Maryland, where she earned a Bachelor of Science in Finance and a Bachelor of Science in Human Resource Management. She furthered her education with an advanced certification as a Certified Financial Planner from the College for Financial Planning in Denver, Colorado. Danielle continues to streamline technology solutions and broaden PCM's planning capabilities.



Outside the Office

Danielle lives in Mount Laurel with her husband, Evan, and their young son, Ezra. She enjoys spending time with her family exploring local festivals and new restaurants. Prior to residing in New Jersey, she lived in Center City Philadelphia for 5 years and grew up in the Washington, DC suburbs. While living in Philly, she became a foodie and patronized all the Stephen Starr and Jose Garces restaurants. She is slowly developing her son into a foodie as well. She likes to travel and is an avid cruiser. During the last 5 years she has gone on 5 cruises (with a lifetime total of 10).

NEWS & BLOG

FROM THE BLOG

  • Creating win-wins in life can make your day!

    Last week, I flew out to the West Coast for a research trip. My first stop was in Los Angeles, and then I traveled on down to my business conference......

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  • January 2017 PCM Newsletter

    Surprise! Who would have thought that the election of our new President would have such a dramatic impact on the markets, 60 days before the inauguration? Media and investors alike...

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  • Irvin's Ireland Lottery Interview

    I received a call from Emma Cawley, a radio producer from Newstalk Radio Ireland, based out of Dublin. Emma had previously seen my article on Sudden Wealth Syndrome......

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