Edward Swikart III,
CFP® Director, Financial PlanningEd Swikart joined CFS Investment Advisory Services as Director of Financial Planning in January 2019. Prior to that, he was a solicitor for the Firm for over 20 years. A graduate of the Wharton School of the University of Pennsylvania, Ed started in the financial services industry in August 1980 as a registered representative and has been advising clients and their families for over 40 years. He became a Certified Financial Planner™ practitioner in 1991.
Ed also completed coursework from Penn’s Graduate School of Education. For 16 years he taught the Estate Planning Module of the CFP® curriculum for Fairleigh Dickenson University. Ed’s practice allows him to combine a love of teaching with helping clients and their families with their long-term planning and investment strategies. In New Jersey, clients can meet with Ed in both the Totowa and Holmdel locations.
Ed grew up and resides in Monmouth county and loves living “down the shore.” Passions include golf, sailing, tennis, skiing and singing in his church choir.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
and 
in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
CFS Investment Advisory Services LLC is a Registered Investment Advisor ("RIA"), located in the State of New Jersey. CFS is registered with the SEC. CFS Investment Advisory Services provides investment advisory and related services for clients nationally. CFS Investment Advisory Services will maintain all applicable registration and licenses as required by the various states in which CFS Investment Advisory Services conducts business, as applicable. CFS Investment Advisory Services renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
