About
David Bledsoe, CPA

David Bledsoe, CPA

Founder, Bledsoe Financial LLC · Corvallis, OR
Background

35+ years of financial advisory experience

David Bledsoe founded Bledsoe Financial LLC in 2004, bringing personal and business financial advisory services to clients throughout the Mid-Willamette Valley. His approach blends deep technical expertise in accounting, finance, and taxation with a straightforward, client-first communication style — explaining complex financial concepts in terms that make sense, without the jargon.

Before founding his own practice, David spent over a decade advising high-net-worth individuals and closely held business owners on comprehensive financial planning, wealth transfer, and ownership transition strategy, with prior experience at Big 4 accounting firms and a Fortune 500 financial services organization.

Career History

Experience

2004 – Present

Owner

Bledsoe Financial LLC · Corvallis, OR

Personal financial and business advisory services for individuals and small businesses.

2002 – 2004

Vice President / Financial Planner

Bank of the Northwest · Portland, OR

Delivered customized, comprehensive financial planning and wealth transfer services to high-net-worth individuals and closely held business owners.

1998 – 2001

VP / Senior Wealth Transfer Specialist

McDonald Investments / KeyCorp · Portland, OR

Delivered tailored financial solutions and strategic planning for private company owners around ownership transition and estate planning objectives.

Education

Academic background

Oregon State University
Post-Baccalaureate, Accounting and Finance
1988 – 1989
University of Oregon
Master of Music
1983 – 1985
Linfield University
B.A., Liberal Arts / Music
1980 – 1982

A background in music — including a graduate teaching fellowship teaching trombone and leading jazz bands — turns out to be good training for the same skill clients value most: taking something complex and making it clear.