Matthew Paul Goette
Investment adviser representative at Black Diamond Financial, LLC
19 yearsExperience
3 statesRegistered in
CFP® certification, CFADesignations
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Callan Accounting Cpas & Advisors, LLCJun 2021 to now
- Black Diamond Financial, LLCAug 2007 to now
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 3 states (MD, OR, UT).
Black Diamond Financial, LLC
$1.4BAssets managed
361Clients
13Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3114797
- Firm CRD
- 145108