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Steven L. Shapiro, CPA

Steven L. Shapiro, CPA /PFS

Steve has more than 50 years of experience in most accounting matters and has extensive financial planning experience having served on the Boards of 2 New York Stock Exchange Companies and in those capacities Chaired the Strategic Planning Committee, the Compensation Committee and the Audit Committee as well as having been a Board Member on 8 banks during his career. He has also acted in the capacity of Executor and Trustee of many clients’ estates and trusts. Steve has served as a Commissioner of the New Jersey Casino Reinvestment Development Authority appointed by Governors Florio and Whitman. In addition, he has been an active team member of attorneys in estate planning and the drafting of Shareholder and other business agreements.


Temple University

Bachelor of Science with a major in Accounting and a minor in Psychology


Certified Public Accountant – 1963 to present

Personal Financial Specialist – 1988 to present

Honorary Member of the American Institute of Certified Public Accountants

Life Member of the American Institute of Certified Public Accountants

Member of the New Jersey Society of CPA’s

Designation as a Financial Specialist by the AICPA Board

Board Member – SLM CORP (commonly known as Sallie Mae)

Board Member – Navient Corporation

Board Member – MetLife Bank (a subsidiary of MetLife Insurance Company)

Board Member – First Peoples Bank of N.J.

Board Member – Carnegie Bank, N.A.

Board Member – Fulton Bank

Board Member – Grand Bank, N.A.

Board Member – Howard Savings and Loan

Board Member – Fidelity Bank of N.J.

Vice Chairman of the Board – Jefferson Bank of N.J.

Professional Awards and Community Interests 

American Cancer Society Board Member

Daniel B. Toll Humanitarian Award Recipient

Temple University Accounting Hall of Fame

Cherry Hill Chamber of Commerce

Cherry Hill Finance Advisory Board

Virtua Hospital Foundation Board

Rutgers University Executive Advisory Council

Guest Professor at Rutgers University

Jewish Community Center Board Member