CPA Personal Financial Planning Boot Camp (PFPB)

Anthony Corrao, Financial Planning Director, Partner, CPS Investment Advisors

Tony is a Brooklyn native, a graduate of Florida State University, a championship bowler, husband to Jessica, and father to Sophia & Mason. When he's not participating in BBQ competitions, Tony can be found coaching his son's baseball team, cheering on his daughter at her horse jumping competitions, or taking the CPS golf cart for a spin in his neighborhood.

Growing up in a large Italian family, and in the New York home his family owned for more than 50 years, Tony can trace his love of finance to his grandfather. After school, Tony's grandfather made sure Tony completed his math homework before anything else. For his entire career, Grandpa was a bookkeeper and accountant for the city's electric workers. Tony knew early on he wanted to follow in his grandfather's footsteps.

Tony moved to Tallahassee, Florida, where he studied Finance at Florida State University, and while there, he was the president of the FSU Bowling Club and led the team to its highest ever finish, 2nd place during the 2000-2001 season. After graduating in 2003, Tony combined his love of finance and bowling by both working and training at The KEGEL Co., the world's best bowling manufacturer and training center in Lake Wales, Florida. Tony joined CPS Investment Advisors in 2010 as a portfolio trader and analyst. Shortly after, he passed the Series 65 exam and then passed the CFP® exam to earn the designation of CERTIFIED FINANCIAL PLANNER™.

As a financial advisor, Tony has a fiduciary responsibility to his clients-always placing their best interests above his own. His work experience is comprised of more than 17 years of accounting and financial planning, which he uses to build comprehensive plans for his clients to achieve their version of financial independence. Tony understands every individual has their own set of unique goals and objectives and is in need of a financial planning roadmap completely tailored for them.

When he's not assisting clients with their financial plans, Tony's crafting his winning recipes at local BBQ competitions.  He is the resident grill master at CPS and often caters the office holiday parties. So bring your questions about bowling, BBQ, golf, or finance, and you'll have an advisor for a lifetime!

Michael Riskin, Vice President/Partner, CPS Investment Advisors

Michael is a seasoned financial professional and Florida native with a career marked by a deep commitment to financial planning and practice management. Initially driven by an interest in white-collar crime investigation and an aspiration to join the FBI, Michael’s path shifted during his tenure at a prominent public accounting firm, where he discovered his true passion: personal financial planning. Here, he found fulfillment in helping individuals and families navigate complex financial landscapes.
Michael holds a degree in Business and Economics from Lehigh University and a Master’s in Taxation from Florida International University. He is a Florida CPA, Certified Financial Planner (CFP®), and Personal Financial Specialist (PFS) through the AICPA, reflecting his dedication to excellence in his field.
With comprehensive expertise in financial planning, Michael guides clients through all stages of wealth management, from accumulation to preservation and legacy planning. His approach combines technical proficiency with an understanding of the unique goals of each client. In practice management, Michael has successfully led teams and developed strategies that enhance client satisfaction and operational efficiency.

Peter Golotko, President/CEO, CPS Investment Advisors

Peter 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 President and 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.

Peter received his Bachelor of Science degree in Accounting and a Master of Business Administration from Florida Southern College in Lakeland, Florida. He is a Certified Public Accountant licensed in Florida, and has earned the Personal Financial Specialist credential granted by the American Institute of Certified Public Accountants.

Peter enjoys serving and speaking in the community. He is the past President of the Polk Chapter of the Florida Institute of CPAs, a founding member of the Tigertown Rotary Club of Lakeland, is on the Board of Directors for Noah's Ark of Central Florida and The Peace River Center. He has also served as treasurer of the Early Learning Coalition. He has served on the investment committee for the Florida Institute of CPAs and the Ethics committee of the AICPA.

Rachael Savinon, Assistant Director, CPAlliance

Rachael, a twin and the youngest of eight, remembers a hectic yet happy childhood. Despite her many blessings, her younger years were not without struggle. The passing of her mother at age six profoundly influenced Rachael's perspective on life and relationships. This loss taught her to focus on what brings joy and positivity, and to cherish each day rather than wasting it by dwelling on a bad yesterday. Grateful for every moment, Rachael is determined to live life to the fullest and treasure the ones she loves.

Outdoor adventures, especially those involving water, have always been a significant part of Rachael's life. She loves camping, kayaking, and spending days at the beach with her family. In 2014, she married her husband Leo on her father's dock at beautiful Lake Henderson, a place that holds special meaning for them. Together, they now have two wonderful children who share their love for adventure.

Rachael graduated from Southeastern University in 2009 with a Bachelor of Science degree. Her diverse professional experience includes roles in case management, banking and finance, and investments and wealth management. Through these experiences, Rachael developed a passion for helping others navigate the complexities of planning for their financial futures. She aims to educate and empower her clients, guiding them on their path to financial independence.

Currently, Rachael serves as the CPAlliance® Assistant Director at CPS Investment Advisors. In this role, she specializes in building an industry of trusted CPA Financial Planners, ensuring that clients receive the highest level of expertise and care. Rachael's dedication to her work and commitment to her clients is driven by her desire to make a positive impact, reflecting her core values of gratitude, joy, and a zest for life.