Insight Beyond Numbers
Steven L. Levine, CPA/PFS/CGMA
Steven Levine is a founding and senior member of Levine, Jacobs & Company, LLC and a Personal Financial Specialist (PFS), a designation awarded to accounting professionals after 750 hours of extensive and comprehensive training. Only select practitioners nationwide have passed the complex exam. Steven actively participates in providing wealth planning services to clients. His experience and knowledge in estate planning help clients minimize tax effects on their estates. Financial articles written by Steven have appeared in various publications.
Steven Levine possesses a wealth of specialized knowledge. Well-known and respected throughout the industry, he has a proclivity for discerning a client’s needs. This one-on-one approach, a skill he has mastered and defines as a “listening aspect,” has contributed to the confidence his clients have in his financial advice. His accounting practice is diverse, with an emphasis on professional-service clients – doctors, dentists and attorneys.
He is a member of the Provident Bank Advisory Board and previously has served as a Past Advisory Board Member for Independence Community Bank in Newark, New Jersey.
Steven Levine holds membership in the American Institute of Certified Public Accountants (AICPA), the AICPA Personal Financial Planning Section and New Jersey Society of Certified Public Accountants (NJSCPA).
He received his B.S. Degree from Fairleigh Dickinson University.