Employees

Matthew Treskovich

CPA/PFS, CFP®, CMA, MBA, CLU, ChFC, FLMI, AEP®, Chief Investment Officer

Matthew joined CPS in 2016.

Matt is the Chief Investment Officer of the investment firm. He comes to our firm with 18 years of experience in financial services. He also served as the CFO of an insurance brokerage. Matt earned his Bachelor of Science degree in Physics from the University of Central Florida and his Master’s degree in Business Administration, with an emphasis on accounting from the University of Phoenix.

Matt is a CPA licensed in Florida and holds the AICPA’s Personal Financial Specialist (PFS) designation. In addition to holding the PFS, Matt is a CERTIFIED FINANCIAL PLANNER ™ and a Certified Management Accountant (CMA). Matt received a Certificate of Distinguished Performance from the IMA for achieving a CMA exam score in the top ten worldwide. In 2017, he was awarded an AICPA Standing Ovation for exemplary professional achievement in personal financial planning services. Treskovich also is certified as an Accredited Estate Planner® (AEP®) designee by the National Association of Estate Planners & Councils (NAEPC).

He is a member of the Institute of Management Accountants, former President of the Mid Florida Chapter and former Treasurer of the IMA Florida Council.