Matthew Paul Goette

Employer firm

Black Diamond Financial, LLC CRD 145108

$1.37B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2007 → Present
  Black Diamond Financial, Llc
  Richmond, VA
• 06/2021 → Present
  Callan Accounting Cpas & Advisors, Llc
  Bend, OR

Other Businesses

Callan Accounting CPA's & Advisors, LLC; not investment related; 855 SW Yates Dr. #101, Bend, OR 97702; Accounting Services; Owner; June 2021; 10 hrs./month; 0 hrs. during trading; Assisting clients with general financial planning and estate planning suggestions other than investment related planning.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-07-12

Designations

• Certified Financial Planner
• Chartered Financial Analyst