Callan Accounting CPAs & Advisors Significantly Expands Financial Planning Capabilities

Callan Accounting CPAs & Advisors Significantly Expands Financial Planning Capabilities

Sep 10, 2021

New partner additions bring valuable insights in financial planning, estate planning and wealth accumulation strategies

 

Callan Accounting CPAs & Advisors, LLC, today announced the appointment of Matt Goette,  CFA, CFP®, AIF®, CDFA® and Paul Svendsen, CPA/PFS, ABV, CVA as partners who will focus on enhancing the firm’s financial planning expertise.  These additions reinforce Callan Accounting’s objective to provide a broad spectrum of accounting and financial advisory services to its more than 1,200 individual and corporate clients.  Matt and Paul bring over 50 years of combined experience to the firm and will focus on helping Callan’s clients reach their financial goals through proactive financial planning. Additionally, Paul will head the firm’s valuation practice and provide summary and comprehensive valuation reports, business value calculations and expert witness testimony to support a wide variety of litigation services.

“We are very excited to enhance our financial planning capabilities with the addition of Matt and Paul to our team.  Each is a recognized leader in financial planning.  Together, they bring deep industry experience to ensure we provide best-in-class CFO level services to our individual and corporate clients,” said Steve Callan, President of Callan Accounting.

“The professionalism and integrity of the Callan Accounting team was the driving factor in solidifying our desire to join the firm.  Callan Accounting has a well-deserved reputation in always putting its clients’ interests’ first and providing the highest level of service.  I’m thrilled to be joining the team at this exciting time in the company’s history,” said Matt Goette.

About Callan

Callan Accounting CPAs & Advisors, LLC, founded by Steve Callan in 1982, strives to offer value-building tax and financial solutions and ease financial stress for its more than 1,200 individual and corporate clients.  As accounting and finance experts, Callan Accounting manages the entire spectrum of financial needs for individuals and corporations to allow clients to focus on what is most important to them.

 

Contact

Johnita Callan

CFO & Director of Marketing

Callan Accounting CPAs & Advisors, LLC

(541) 388-3838

johnita@callancpas.com

www.callancpas.com

 

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