SPECIALISTS

Steven M. Swartz

Partner, Citrin Cooperman Advisors LLC

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Experience

Steven M. Swartz is a partner with more than 30 years of professional financial and accounting experience. Steven provides tax and accounting services, as well as financial reporting, litigation support, and management advisory services.

Prior to joining Citrin Cooperman, Steven was a partner at Gold Gerstein Group LLC, which joined the firm in 2023.

CREDENTIALS

Education

Bachelor of Science, Dual Major in Accounting and Marketing, Drexel University

Licenses

Certified Public Accountant in the State of New Jersey

Personal Financial Specialist

Insurance Producer License – Life, Accident, Health, or Sickness

Series 7 – General Securities License

Affiliations

Member, American Institute of Certified Public Accountants (AICPA)

Member, New Jersey Society of Certified Public Accountants (NJSCPA)

Presentations & Publications

Steven has been featured in the Wall Street Journal, The New York Times, The Real Deal, and Real Estate Weekly.

WORK-LIFE BALANCE

Community Involvement

Steven has served on the boards of several charitable organizations. Currently, he serves as a board member of the Boys and Girls Club of Camden County, New Jersey.

Get in touch with Steven M. Swartz today.

Fill out the form below to get in direct contact with Steven M. Swartz and start your personalized consultation journey.

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Get in touch with Steven M. Swartz today.

Fill out the form below to get in direct contact with Steven M. Swartz and start your personalized consultation journey.

* Required

* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.

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icon NEW JERSEY Voorhees: T: (856) 770-1400