From CPA Firm to $3 Billion AUM: The Journey of CPS Investment Advisors

Peter Golotko has dedicated his career to helping people achieve financial independence, helping businesses and business owners reach and exceed their goals, and helping charitable institutions protect and make the best possible use of their resources. With over 25 years of experience in investing, financial planning, accounting, and taxation, he brings a wealth of knowledge and experience to the financial planning process. Peter is the majority owner of CPS Investment Advisors, and also serves as the firm’s Chief Compliance Officer. Peter is a frequent speaker on topics like financial planning, investing, retirement planning, SEC compliance, and technology. Listen to this insightful RIA episode with Peter Golotko about the journey of CPS Investment Advisors. Here is what to expect on this week’s show: - How CPS Investment Advisors specializes in building customized portfolios using individual stocks instead of mutual funds. - Why a client-first approach ensures win-win situations for clients and the firm. - Why the firm emphasizes wealth-building strategies like dividend reinvestment and holding quality stocks. - Why CPS strives to be involved in their client’s lives, even assisting with non-financial matters. - How integrating tax planning helps minimize client’s largest expenses. Connect with Peter: Links Mentioned: CPS Investment Advisors Instagram Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices