CPA/PFS, MBA, President
Peter joined CPS in 1990.
He has dedicated his career to helping people achieve financial independence, helping businesses and business owners reach and exceed their goals, and helping charitable institutions protect and make the best possible use of their resources. With over 25 years of experience in investing, financial planning, accounting, and taxation, he brings a wealth of knowledge and experience to the financial planning process.
He is the President and majority owner of CPS Investment Advisors, and also serves as the firm’s Chief Compliance Officer. Peter is a frequent speaker on topics like financial planning, investing, retirement planning, SEC compliance and technology.
Peter received his Bachelor of Science degree in Accounting and a Master of Business Administration from Florida Southern College in Lakeland, Florida. Peter joined CPS in 1990. He is a Certified Public Accountant licensed in Florida, and has earned the Personal Financial Specialist credential granted by the American Institute of Certified Public Accountants.
Peter enjoys serving and speaking in the community. He is the past President of the Polk Chapter of the Florida Institute of CPAs, a member of the Lakeland South Rotary Club and is on the Board of Directors for The Peace River Center. He has also served as treasurer of the Early Learning Coalition. He has served on the investment committee for the Florida Institute of CPAs and the Ethics committee of the AICPA.