Women of Excellence

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Patricia F. Raskob

Title: President
Industry: Financial
Type of Organization: Fee Only Comprehensive Financial Planning
Major Product/Service: Providing financial and tax advice for individuals and businesses
Expertise: With almost 40 years experience, Ms. Raskob is an Enrolled Agent responsible for representing clients before the IRS in tax matters. She provides personal financial and tax advice to clients and oversees the general operations of the Firm.
Geographic Area of Distribution: Tucson, Arizona
Affiliations: Fellow, National Tax Practice Institute; Financial Planners Association; National Association of Personal Financial Advisors; National Association of Tax Practitioners; National Association of Enrolled Agents
University/Degree: B.S., With Honors, Business and Psychology, Kansas State University; Certified Financial Planner; Enrolled Agent; Accredited Tax Advisor
Born: Leavenworth, Kansas
Hobbies/Sports: Knitting sweaters for children and grandchildren
Spouse: Tom Paulus
Children: John, Kathy, Peter, Patti, Pamela
Honors & Awards: Better Business Good Neighbor Torch Award, 2011; Who's Who Top 101 Industry Experts, 1999-2016; Best Planners for Doctors Medical Economics, 1996-2016; Five Star Award, Phoenix Magazine, the Wall Street Journal, 2014-2016; List of Best Asset Managers in the Country, Financial Advisor Magazine, 2011-2016; One of the Top Female Financial Planning Firm in the Country, 2017; Award, Better Business Bureau, 2018
Published Works: 1 book
Career Accomplishments: Ms. Raskob wrote a book on estate planning which was published by the Diocese of Tucson. A second edition printing was requested by the CPA Arizona group to pass out to CPAs.