Patricia  Raskob

Patricia Raskob

| CFP®, EA, ATA

Raskob Kambourian Financial Advisors

(520) 690-1999

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Fee-Only Financial Advisor serving the Tucson, AZ area.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Website

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4100 N. First Avenue
Tucson, AZ 85719

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Patricia Raskob is a Tucson, AZ Fee-Only Financial Planner serving Tucson and all surrounding areas. Raskob Kambourian Financial Advisors, Ltd. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Patricia Raskob is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Patricia F. Raskob, EA. ATA, CFP®, (President) earned her Bachelor of Science degree from Kansas State University, graduating with honors. She is a Certified Financial Planne™r, Enrolled Agent (enrolled to practice before the Internal Revenue Service on tax matters), and is an Accredited Tax Advisor.

She has been admitted to the Registry of CFP® Licensed Practitioners and is a Fellow of the National Tax Practice Institute. Pat is a member of the Financial Planners Association, the National Association of Personal Financial Advisors, the National Association of Tax Practitioners and the National Association of Enrolled Agents. She serves on a number of community boards.



EA – Enrolled Agent (represents clients before the IRS in tax matters)
CFP – Certified Financial Planner – listed in the Registry of Financial Planning Practitioners
ATA – Accredited Tax Advisor

  • Has been selected by Worth Magazine as one of the top 250 best advisors in America
  • Selected by Medical Economics as one of the 100 best advisors to work with doctors
  • Named as an "outstanding estate planner" in the J.K. Lasser book on Estate Planning and Tax Issues
  • A fellow in the National Tax Practice Institute
  • Served on the executive board of Cambridge Associates 1986-1991
  • BSBA – Business Administration – Kansas State University – with Honors / Masters work in Finance

Memberships

  • Financial Planning Association
  • National Association of Enrolled Agents
  • National Society of Public Accountants
  • National Association of Personal Financial Advisors
  • Past President of the Southern Arizona Chapter of the Institute of Certified Financial Planners
  • Past President of the Southern Arizona Chapter of Enrolled Agents
  • The Advisory Committee of the Reverse Mortgage Program
  • Served on the legislative committee for the National Association of Personal Financial Advisors
  • The Leadership Tucson Alumni
  • Palo Verde Hospital Advisory Board for Tucson Medical Center
  • The Arthritis Foundation Planned Gifts Committee
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Who We Are

As the only "fee only" comprehensive financial advisory entity registered with the SEC, in Southern Arizona, RKFA offers expertise, competitive pricing, and personalized services to meet your "Life Planning" needs.

What We Do

With a focus on Life Planning, the RK Team:

  • Assists you in making prudent Financial Decisions
  • Watches over your Investments
  • Helps you plan for your Retirement
  • Optimizes your Estate Plan
  • Offers access to Trust Services (National Advisors Trust Company)
  • Guides your plan to minimize State and Federal Taxes
  • Provides Pension Plan set-up and management (up to 25 employees)
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