Steven M. Swartz

A Certified Public Accountant (CPA), Personal Financial Specialist (PFS), and Certified Valuation Analyst (CVA), Steve brings extensive experience in financial reporting, litigation support, management consulting, business valuations, tax advisory, investment advisory, and insurance services, providing a well-rounded perspective on financial and business strategy.

Steve earned a Bachelor of Science from Drexel University with dual majors in Accounting and Marketing. He has remained actively involved with the AICPA, NJCPA, and NACVA and has held leadership roles with nonprofit organizations and community boards, reflecting his longstanding commitment to professional and civic engagement.