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Patricia F. Raskob
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| 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, 2018; 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 Firms in the Country, 2017; Woman of Influence finalist, 2018; Arizona Friend Award, University of Arizona, 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. |
