Rachel A. Margulis CPA/PFS

Wealth Advisor

Rachel Margulis is a Certified Public Accountant with over 15 years of experience in tax planning and compliance. Rachel supports multiple client teams as a wealth advisor at Fairport and is responsible for the preparation of client core deliverables including asset allocation, cash flow, balance sheet, income tax planning and compliance, estate planning and forward-looking financial planning.

Before joining Fairport in 2008, Rachel worked at MAI Wealth Advisors, a former division of IMG. Rachel earned a Bachelor of Business Administration with a concentration in accounting from Cleveland State University. She is a member of the American Institute of CPAs and the Ohio Society of CPAs. She serves as the treasurer of the board for PetFix Northeast Ohio.

Rachel resides in South Euclid, Ohio, with her husband and their cats. She is an avid fitness enthusiast and enjoys outdoor activities such as camping, hiking and kayaking.