CPA/PFS, CFP®, CMA, MBA, CLU, ChFC, FLMI, AEP®, Chief Investment Officer
Matt Treskovich is a CPA licensed in Florida and holds the AICPA’s Personal Financial Specialist and Certified Information Technology Professional designations. Matt is also a Certified Financial Planner and a Certified Management Accountant.
Matt leads the investment committee and supervises the portfolio trading team at CPS. He also provides financial planning to individuals, businesses, and non-for-profit organizations.
He has received Standing Ovation awards from the AICPA for exemplary professional achievement in personal financial planning services and information management and technology assurance.