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Investment Advisors is pleased to promote Patrick E. Gauthier as the firm’s new Chief Investment Officer.
“We are proud of the contributions Patrick has made as he assists our clients to achieve their version of financial independence,” said Peter C. Golotko, CPA/PFS, MBA, President, Chief Executive Officer, and Partner of CPS Investment Advisors. “Patrick embodies the CPS values as a trusted guide, a leader in our team, and an active member of our community.”
Patrick is a CERTIFIED FINANCIAL PLANNER™ with nearly a decade of financial planning experience. He strives to assist clients with navigating the complexities of the financial world on their way to reaching retirement goals. Patrick is a graduate of the University of South Florida and has earned a Master’s in Securities Analysis from Creighton University. Those skills are used as the Chief Investment Officer of CPS, ensuring client accounts are invested appropriately.
CPS Investment Advisors is a full-service, fee-only and independent financial advisory firm headquartered in Lakeland, Florida with more than 45 years of helping clients achieve their version of financial independence. As fiduciaries, we are legally and ethically obligated to act in your best interest — never our own.