Michael A. Riskin, CPA/PFS, CFP®, MST, has been named a partner at CPS Investment Advisors in downtown Lakeland. He joins President, Peter Golotko and Chief Financial Officer, Jim Luffman, who are also partners at the investment firm.
Riskin started working at CPS Investment Advisors in 2009 and continuously strives to provide the best service and financial expertise for the firm’s clients. His tax and financial planning experience surpasses 20 years as he has also worked for a regional CPA firm and was a division controller in a large manufacturer. As a Fiduciary, Riskin holds the American Institute of CPA’s Personal Financial Specialist designation (PFS) and is a CERTIFIED FINANCIAL PLANNER ™.
His duties go beyond the office as Riskin is well ingrained in the community. He serves on various boards and committees and is a dedicated husband and father.
“Mike Riskin has dedicated his professional life to helping people reach their financial dreams. You will not find a more caring, educated and ethical person than Mike,” said Peter Golotko, CPA/PFS, MBA, President of CPS Investment Advisors.
“Mike has done a tremendous job building relationships with both long standing clients and perspective ones. As a new shareholder, Mike will continue to serve as a role model to our employees and the financial planning profession,” said Jim Luffman, CPA/PFS, CFO of CPS Investment Advisors.
CPS Investment Advisors, located in downtown Lakeland, was started in 1975 by Chas P. Smith, as an independent financial advisory firm. The firm operates under a fiduciary standard and provides financial planning services, money management, 401(k) plan services and tax services.