Black Diamond Financial

Black Diamond Financial LLC is a fee-only registered investment advisor with a unique focus on preserving and enhancing wealth. Our mission is to help you achieve your financial goals through the use of low cost, tax efficient investment strategies. We create individualized investment portfolios for each client that are risk-appropriate, returns optimized, and tax-efficient. Furthermore, we believe cost is a critical factor in any successful investment strategy and therefore offer fully transparent pricing that is well-below industry standard. As an employee-owned firm focused on our fiduciary duty, we make our clients’ interests our highest priority.

Paul Svendsen, CPA/PFS
Paul is a Senior Wealth Manager and head of the Bend, Oregon office. Paul helps clients navigate the financial events of their lives. He routinely advises clients and their professional advisors in the areas of financial management, investments, estate planning, business transitions, and business valuation.

From 1984 to 1999, Paul served at Grant Thornton, an international accounting firm, and later at Central Electric Cooperative as Chief Financial Officer. Since 1999, Paul has been advising business owners and wealthy individuals throughout the west coast as an independent financial advisor and business valuation specialist.

Paul frequently presents continuing education to CPAs and attorneys in the areas of financial planning and business valuation. He also serves his community as a lecturer of finance and accounting at Central Oregon Community College.

Paul holds a B.S. in Accounting and an MBA, both from Portland State University. He is a licensed Certified Public Accountant and has the credentials of Personal Financial Specialist, Certified Valuation Analyst, and Accredited in Business Valuation. He also holds the Series 65 securities license.

Black Diamond Financial
780 NW York Drive, Suite 208
Bend, OR 97703
Phone
541-389-4740
Website