CPS Investment Advisors is a fee-only, independent financial advisory firm that began in Lakeland over forty years ago. Building trusting and long-lasting relationships with clients is the key to designing comprehensive financial plans that deliver long-term security and success.
Michael Riskin
Michael is a CPA, CFP®, and Personal Financial Specialist with a passion for helping clients achieve financial stability and long-term growth. After beginning his career at a large public accounting firm, he found his true calling in one-on-one financial planning, guiding families in saving, investing, and building wealth.
He holds a Business and Economics degree from Lehigh University and a Master’s in Taxation from FIU. A frequent speaker at industry conferences and universities, Michael is also active in leadership and education, serving on several financial and academic boards across Florida.
Derek Oxford
Derek M. Oxford, a CERTIFIED FINANCIAL PLANNER™️ and ACCREDITED ESTATE PLANNER, brings his extensive financial expertise to CPS Investment Advisors as a certified financial planner and accredited estate planner since 2008. Derek’s educational background includes a Bachelor’s Degree in Finance from Florida State University, which he earned in 2004. With over two decades of experience in estate and financial planning, Derek has honed his skills to provide exceptional guidance to clients. Before joining CPS, Derek played a pivotal role on the 529 college planning team at Fidelity Investments and held a prestigious position on the institutional trading desk at Merrill Lynch. Beyond his professional accomplishments, Derek is deeply committed to his community and has made a significant impact by serving on various non-profit boards across diverse sectors, including education, special needs organizations, economic development agencies, and leadership programs. Email