Paul Svendsen – CPA/PFS, ABV, CVA
Paul is a Lead Wealth Manager and head of our Bend, Oregon office. Paul 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.
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.
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.