About

Meet Paul Doak, the mastermind behind I.D. Financial—a haven for those seeking financial security amidst life's wild ride.

- Financial Guru: With over 25 years in the financial services industry, Paul has honed his expertise in helping clients conquer their biggest financial challenges. Think of him as your personal financial superhero, ready to swoop in and save the day! (note: will not wear a cape or tights).

- Listener Extraordinaire: Paul's secret weapon? His ears! He kicks off every client relationship by lending an empathetic ear, listening to concerns, and unraveling the complexities of finance. If anyone can simplify the complex, it's Paul.

- Mission Commander: Paul's on a mission to lead his clients to financial freedom. Picture him as your fearless guide through the jungle of financial uncertainty, paving the way for you to chase your wildest dreams and passions.

- Credentials Galore: Armed with a Bachelor's in Political Science and Economics from the University of Southern Maine, Paul is also a CERTIFIED FINANCIAL PLANNER™ (CFP) and a Life Underwriter Training Council Fellow (LUTCF). That's a fancy way of saying he knows his stuff! - at least some stuff.

- Family Man: When he's not busy crunching numbers, you can find Paul living the dream in Bothell, Washington, with his wife and son. They're often spotted biking along the Sammamish River Trail, hitting the slopes for some epic skiing adventures or camping with the Scouts.

So, if you're ready to embark on a financial journey filled with wisdom, humor, and a dash of adventure, Paul is your go-to guy. Let's navigate life's transitions together and turn your financial dreams into reality!

WHO WE ARE

Founded in 2008, Intelligent Diversified Financial, LLC (I.D. Financial) is a financial services firm located in Bothell, Washington. ( Paul started in 1996)

1. We’re fiduciary advisors. We’re passionate. We’re sincere. We relentlessly pursue your best interest.

2. We’re independent thinkers. We dive deep into the world of finance to find the best solutions for you and your family.

3. We break complex topics down into plain language. You don’t have to be an expert to work with us—you don’t even have to know the basics. We break things down in a way that empowers you to own your financial future.