Jack Swikart,
CFP®
Financial Planner
Jack Swikart is a Financial Planner at CFS Investment Advisory Services, based in Totowa, New Jersey. In his role, Jack works with clients and their families to deliver comprehensive financial planning and long-term tax and investment strategies.
After graduating from the University of Pennsylvania’s Wharton School, Jack began his career at Charles Schwab, working in both New York City and Princeton, NJ. After becoming a CFP in 2019, Jack worked as a Senior Associate at Sontag Advisory (later Wealthspire Advisors) in New York City before joining the team at CFS in the fall of 2021.
Outside of work, Jack is an avid sailor, competing in local and national competitions several times a year. In 2015 he was the winner of the James Rousmaniere Award, the highest student leadership honor in College Sailing, and was inducted into the College Sailing Hall of Fame for his contributions to the sport. He also enjoys skiing and traveling to new places with his wife.
Jack lives in Jersey City, NJ and can meet with clients in Totowa, Holmdel, and Jersey City.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.