Matthew A. Treskovich, CFA, CPA/PFS, CITP, CFP®, CMA, AEP®, MBA, CLU, ChFC, FLMI


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


  • 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