Steven M. Swartz, CPA/PFS/CVA

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Steven M. Swartz has more than 20 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. Within Gold Gerstein Group LLC, Mr. Swartz is the managing partner of the firm.

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

Business Interest:

  • Managing Partner of Real Estate Partnership, Haddonfield, NJ, 2001 to present
  • Managing Partner of Real Estate Partnership, Voorhees, NJ, 2002 to present
  • Member of the Board of Directors – ISN Bank, 2005 to 2010

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“GGG is a valuable partner, providing value-added services to clients on a timely and effective basis.”