Meet Kevin
After a decade in public accounting, Kevin turned his interest in financial planning and investments into a career. In 2002, he was drawn to SFMG’s fee-only, unbiased approach. Kevin's goal with each client is to make 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 and even saved enough to buy his own first car. 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!
More From Kevin Margolis:
Professional History
Associations
- Financial Planning Association
- Dallas Estate Planning Council
- American Institute of CPAs
- The University of Texas School of Business Wealth Management Advisory Board
- Greene Family Camp Committee
- Dallas Jewish Community Foundation Board of Trustee and Professional Advisory Committee
Education
- The University of Texas at Austin - BBA
Experience
- SFMG Wealth Advisors - Chief Executive Officer & Managing Director
- KPMG Peat Marwick - Tax Manager
Areas of Focus
- Alternative Investments
- Investment Management
- Estate Planning
- Asset Protection Planning
Q & A
Words to Live By
"Your true worth is determined by how much more you give in value than you take in payment."
-Dave Ramsey, The Go-Givers 5 Laws of Stratospheric Success
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