Steven M. Swartz, CPA/PFS/CVA
Steven M. Swartz has more than 30 years of professional financial and accounting experience. Mr. Swartz provides tax and accounting services, as well as financial reporting, litigation support and management advisory services.
Education
Drexel University
Bachelor of Science, with a Dual Major in Accounting and Marketing, 1982
Credentials
Certified Public Accountant, 1989 to present
Personal Financial Specialist – 2006 to present
Certified Valuation Analyst- 2007 to present
Insurance Producer License – Life, Accident, Health or Sickness, 2003 to present
Series 7 – General Securities License, 2006 to present
Series 66 – Registered Investment Advisor, 2006 to 2010
Professional Member
Member in good standing of the American Institute of Certified Public Accountants, 1989 to present
Member in good standing of the New Jersey Society of Certified Public Accountants, 1989 to present
Member in good standing of the National Association of Certified Valuation Analyst, 2006 to present
Community Interest
Cerebral Palsy of New Jersey
Board Member, 1992 to 2007
Vice President, 2002 to 2005
Secretary, 1999 to 2002
Finance Committee, 1999 to 2002
Jewish Community Foundation
Board Member, 2000 to 2005
Co-Chairman of JCF Professional Advisory Committee, 2000 to 2003
Jewish Camden Partnership, 2007 to 2009
Board Member 2007 to 2009
Treasurer 2007 to 2009
Boys & Girls Club of Camden County
Board Member 2015 to present
Treasurer 2017 to present
Business Interest
Managing Partner of Real Estate Partnership, Haddonfield, NJ, 2001 to 2014
Managing Partner of Real Estate Partnership, Voorhees, NJ, 2002 to present
Member of the Board of Directors – ISN Bank, 2005 to 2010