Matthew A. Treskovich, CFA, CPA/PFS, CITP, CFP®, CMA, AEP®, MBA, CLU, ChFC, FLMI
Partner
Matt has over two decades of experience in wealth management, tax planning, and financial planning. He helps individuals, small business owners, and not-for-profit organizations plan well and invest wisely so they can meet their financial goals.
Education and Certifications
- BS in Physics, with Specialization in Optics and Lasers, University of Central Florida
- MBA / Accounting, University of Phoenix
- Certified Public Accountant
- Chartered Financial Analyst
- Personal Financial Specialist
- Certified Information Technology Professional
- Certified Financial Planner(R)
- Certified Management Accountant
- Accredited Estate Planner (R)
- Chartered Financial Consultant
- Chartered Life Underwriter
- Fellow of the Life Management Institute
Associations
- Member, American Institute of Certified Public Accountants
- Member, Florida Institute of Certified Public Accountants
- Current Chair, FICPA Investment Policy Committee
- Committee Member, BSA Troop 323
- Past Board Member, South Lakeland Babe Ruth League
