Irv Diamond, CPA/PFS
For more than 30 years, Irv has helped clients grow their businesses and achieve financial security. He is a business and financial advisor to clients in retail, real estate, the automobile industry and the professional services. He has particular skills in litigation support as an expert witness, and often helps clients with mergers, acquisitions and sales of their businesses.
Irv holds the title of Personal Financial Specialist and Certified Valuation Analyst, as well as the Certified Financial Planner certification. In addition to numerous academic and professional awards, Irv is the recipient of the “Highest Distinction” award for earning the top grade on the Personal Financial specialist examination. Worth and Medical Economics magazines named him one of the nation’s best financial advisors, and Money magazine recognizes him as one of the nation’s best tax advisers. These magazines and other financial publications quote Irv frequently as their expert source.
Irv is a past president of the New Mexico Society of CPAs, past vice president and member of the Board of Directors of the American Institute of Certified Public Accountants and former member of the National CPA Financial Literacy Commission. Currently, he is the chairman of the Board of Directors of a publicly held insurance company. Irv’s board and leadership positions in civic and charitable organizations include the Santa Fe Opera, the UNM Anderson Schools Foundation and the New Mexico Symphony Orchestra, among others. His depth of experience and sophisticated communication skills keep him in demand as a speaker and he has delivered over one hundred presentations on tax and financial planning topics, including succession planning for the small business owner, and investment education seminars. Irv is a graduate of John Carroll University and the University of New Mexico.