Lakeland, Florida – Matthew A. Treskovich, CPA/PFS, CMA, CFP®, MBA, CLU, ChFC, FLMI is newly certified as an Accredited Estate Planner® (AEP®) designee by the National Association of Estate Planners & Councils (NAEPC).
Matt is the Chief Investment Officer at CPS Investment Advisors. He has 20 years of experience in financial services and previously served as the CFO of an insurance brokerage. Matt earned his Bachelor of Science degree in Physics from the University of Central Florida and his Master’s degree in Business Administration, with an emphasis on accounting from the University of Phoenix.
Matt is a CPA licensed in Florida and holds the AICPA’s Personal Financial Specialist (PFS) designation. In addition to holding the PFS, Matt is a CERTIFIED FINANCIAL PLANNER ™ and a Certified Management Accountant (CMA). Matt received a Certificate of Distinguished Performance from the IMA for achieving a CMA exam score in the top ten worldwide. In 2017, he was awarded an AICPA Standing Ovation for exemplary professional achievement in personal financial planning services.
The Accredited Estate Planner® (AEP®) designation is a graduate level, multi-disciplinary specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. The AEP® designation is available to actively practicing attorneys (JD) and Certified Public Accountants (CPA); or those currently designated as a Chartered Life Underwriter® (CLU®); Chartered Financial Consultant® (ChFC®); Certified Financial Planner (CFP®); Chartered Financial Analyst (CFA); Certified Private Wealth Advisor® (CPWA®); Chartered Advisor in Philanthropy® (CAP®); Certified Specialist in Planned Giving (CSPG); or Certified Trust & Financial Advisor (CTFA).
It is awarded by the National Association of Estate Planners & Councils to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character. An AEP® designee must embrace the team concept of estate planning and adhere to the NAEPC Code of Ethics, as well as participate in an annual renewal and recertification process.
The NAEPC is a national organization of professional estate planners and affiliated local estate planning councils focused on establishing and monitoring the highest professional and educational standards. NAEPC fosters public awareness of the quality services rendered by professionals who meet these standards. NAEPC builds a team approach involving cross-professional disciplines to better serve the public’s need for estate planning.