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.
He uses his extensive experience in investment management to build portfolios designed to help clients achieve their financial goals. Matt also has deep experience helping wealthy families and business owners plan for income and estate taxes.
Matt believes that financial planning is a super-power that can change lives. He is dedicated to helping people understand the importance of managing their finances wisely and making informed decisions. Matt’s enthusiasm for financial planning stems from his desire to see others succeed and thrive.
Matt is equally passionate about giving back to the profession and the community, as well as helping the next generation of CPA financial planners develop their skills.
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
- American Institute of Certified Public Accountants
- Florida Institute of Certified Public Accountants
- Volunteer Member, AICPA Investment Committee
- Treasurer, Scouts BSA Troop 323
- Past Board Member, South Lakeland Babe Ruth League
