Paul Svendsen is a Lead Wealth Advisor of the firm. Mr. Svendsen helps his 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.

Previously, Mr. Svendsen was a CPA with Grant Thornton, an international accounting firm, and later at Central Electric Cooperative as Chief Financial Officer. Since 1999, Mr. Svendsen has been advising business owners and wealthy individuals throughout the west coast as an independent financial advisor and business valuation specialist.

Mr. Svendsen frequently presents continuing education to CPAs and attorneys in the areas of financial planning and business valuation.

Mr. Svendsen 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.