Mary Margolis, cfp, cpa/pfs, cdfa

Mary is a Financial Advisor who focuses on financial life transitions.  Clients working with Mary take on the challenge of shifting from reaction to a life-changing event to conscious responses.  They are able to redefine purpose and direction and make informed decisions which align their financial affairs accordingly.  She has been studying Bowen Theory for the past decade and attended the Bowen Post Graduate program for two academic years (2009-2011).  Mary is co-founder of MBR Financial, a Registered Investment Advisor.  Mary is a Certified Financial Planner (CFP); CPA, a Personal Financial Specialist (PFS), a sub-specialty of the CPA designation; Certified Divorce Financial Analyst Professional (CDFA).  She will advise the CSNSF Board on Scholarship Fund and other investments.

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MBR Financial is a registered investment advisor. Registration as an investment advisor does not imply a certain level of skill or training.

*MBR Financial is not a CPA firm.