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Podcast: Registered Investment Advisor Podcast
Episode: From CPA Firm to $3 Billion AUM: The Journey of CPS Investment Advisors
Description: 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 co...