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MEDICAL ECONOMICS NAMES TUCSONAN PATRICIA RASKOB AS ONE OF THE BEST 150 US FINANCIAL ADVISORS FOR DOCTORS

Tucson, September 6, 2016 – Patricia F. Raskob, of Raskob Kambourian Financial Advisors, LTD, has been named as one of the country's best 150 financial advisors for doctors for the 18th consecutive year. She will be featured in the October issue of Medical Economics magazine as someone known for her experience working with physicians and the issues important to them.

Raskob known nationally as Financial Planning Expert
Additionally, the July 2016 issue of Financial Advisors Magazine ranked Raskob Kambourian Financial Advisors as one of the Top Ranking Registered Investment Advisory Firms in the Country for the fourth year. Previous national recognitions for Raskob and her firm have included multi-year selections by Worth magazine as one of the top 250 best advisors in the U.S. She has also been named as an outstanding estate planner in the J. K. Lasser Book on Estate Planning and Tax Issues, and was one of 7 financial advisors interviewed by Business Week for a special report on long-term retirement planning.

About Patricia Raskob
When Raskob founded her financial advisory business in 1986, it was the first woman-owned fee only financial services firm in Tucson, AZ. Joined by Patricia Kambourian the following year, Raskob Kambourian Financial Advisors Ltd. today has clients all over the world.
Raskob is a Certified Financial Planner (CFP), an Accredited Tax Advisor and an Enrolled Agent authorized to practice before the Internal Revenue Service. Active in the field of tax preparation and financial planning, she has been admitted to the Registry of CFP Licensed Practitioners and is a Fellow of the National Tax Practice Institute.

Raskob is a member of the Board of Trustees of Kansas State University and lends her expertise to the Advisory Board of the Norton School of Family and Consumer Sciences at the University of Arizona. In 2013, she received a Worldwide Humanitarian Award for decades of philanthropy, service and support of numerous local, national and international organizations including Rotary International, Arizona-Sonora Desert Museum, Salvation Army, United Way, the Norton School of Family & Consumer Sciences at the University of Arizona and Kansas State University Foundation.

About Raskob Kambourian Financial Advisors, Ltd. Raskob Kambourian Financial Advisors, Ltd., www.rkfin.com serves investment companies, charitable organizations, businesses, and moderate-to-high net worth individuals with tax preparation and planning, asset management, financial planning, and trust services through National Advisors Trust Company. The firm receives no commissions or compensation for recommending or selling any financial products. Recognitions include the Phoenix Magazine 2014-2015 Five Star Award and the 2012 Who's Who Top 101 Financial Industry Experts. Raskob Kambourian was a 2010 finalist in the Wells Fargo Copper Cactus Community Service Awards, and won the 2011 Better Business Bureau Good Neighbor Torch Award for Community Service.

 
JOHN JARVISE BECOMES EQUITY PARTNER AT RASKOB KAMBOURIAN FINANCIAL ADVISORS

Tucson, AZ, July 25, 2016 – John Jarvise has become an equity partner with Raskob Kambourian Financial Advisors, Ltd., where he has provided comprehensive financial planning, wealth management advising, and investment consulting since joining the firm in 2015. Jarvise is Vice President of Strategic Planning & Marketing.

In discussing his role on the RK team, company co-founder Pat Raskob emphasized how Jarvise's integrity and commitment to providing objective financial advice exemplifies the Raskob Kambourian philosophy.
"We are pleased that John Jarvise accepted our offer to become an equity partner. Our clients benefit greatly from his many years of financial experience, and they will continue to do so for many years to come," said Raskob.

A Tucson native and 17-year veteran of the financial services industry, Jarvise has a B.A. in Management, a B.S. in Business Administration, an M.A. in Organizational Management, and is currently enrolled in the Certified Financial Planner™ program.

 
RICK KELLEY ADDS LICENSED FIDUCIARY IN PRIVATE PRACTICE TO FINANCIAL ADVISOR CREDENTIALS

Tucson, AZ, March 26, 2015 – Raskob Kambourian Financial is pleased to announce that Rick Kelley, Wealth Manager and Trust Representative, has become a licensed fiduciary in the state of AZ. The Fiduciary Licensing Program is designed to help ensure elderly, mentally incapacitated, and other vulnerable citizens have licensed individuals or businesses managing their financial affairs, medical decisions and other vital matters. Kelley is a licensed Certified Financial Planner ™ professional, a Chartered Mutual Fund Counselor, and a member of the Arizona Fiduciaries Assn.

"Rick Kelley brings over twenty-five years of experience in the field of investments and finance, plus a legal background in general law, trusts and estates. Now, as a licensed fiduciary, he is available to help our clients who need that service," said RK president Pat Raskob.

Fiduciaries serve by court-appointment as guardians, conservators or personal representatives of estates. They also serve by agreement as trustees, representative payees for Social Security income or other income benefit plans, or as agents under powers of attorney.

Raskob Kambourian Financial is a fee-only tax and investment advisory firm offering comprehensive, personalized financial and life planning services.

 
PHILLIP B. KAISER EARNS CERTIFIED FINANCIAL PLANNER™ STATUS

Tucson, AZ, October 2, 2015 – Phillip B. Kaiser, a financial advisor with the tax and investment advisory firm of Raskob Kambourian Financial Advisors, has been awarded the Certified Financial Planner™ (CFP®) credential after completing rigorous requirements set by the CFP® Board for education, examination, experience, and ethics, and is currently working towards the Chartered Financial Analyst (CFA) designation. He is an active member of the Estate Planning Council of Southern Arizona, the Financial Planning Association of Southern Arizona, and the Tucson CFA Society.

Said RK president Pat Raskob, "Since Kaiser joined Raskob Kambourian in 2013, our clients have benefitted greatly from his skills in financial analysis and planning. His previous experience as a market researcher and business advisor to senior contracting staff with the United States Air Force has proven to be a valuable resource for our financial planners, trust advisors and tax professionals. His latest credential recognizes the commitment and professionalism he brings to the RK team."

 
STEVE BORDEN BECOMES EQUITY PARTNER AT RASKOB KAMBOURIAN FINANCIAL ADVISORS

Tucson, AZ, May 31, 2016 – Steven Borden, Chief Operating Officer and Chief Compliance Officer for Raskob Kambourian Financial Advisors, Ltd. has become an equity partner in the employee-owned firm.

In discussing Borden's role on the RK team, company co-founder Pat Raskob emphasized how his high-level experience in financial management assures the continuation of the firm's 30-year legacy of service to clients and the Tucson community. "His productive career involved executive-level positions with the Bank of Marin and Northern Trust—responsible for all facets of wealth management, including trust, banking and investment management services. After retiring from Northern Trust he joined RK, where he oversees client relationships, SEC compliance, personnel, marketing, budgets, and community outreach. He is also a Trust Representative Officer with National Advisors Trust Co."

Borden's long history of community involvement includes Trustee roles with the Boy Scouts of America, Dominican University, and Catholic Charities/CYO Board of Trustees for the Archdiocese of San Francisco. His 38-year term on the Archdiocesan Board allowed him to chair numerous standing committees including Finance, Estate and Gift Planning, Endowment, and Fundraising. He also serves on the Foundation Board for TMC and the Catholic Diocese of Tucson, as well as the Corporate Board for Pima Council on Aging.

A graduate of University of California, Berkeley with a B.S. in Business Administration, Borden is also a Certified Senior Advisor and is preparing to receive his Certified Financial Planner (CFP®) designation.

 
RK Wins 2011 Better Business Bureau TORCH AWARD

 

 We won the 2011 Better Business Bureau "Good Neighbor" TORCH AWARD for Community Service


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May 12, 2011 was a very special day for Raskob Kambourian Financial Advisors, Ltd.!

From a stellar list of over 70 companies competing for the BBB Torch Awards, RK was selected for the "Good Neighbor" Award!

This award recognizes companies that have shown a commitment to making Southern Arizona a better place by playing a significant role in support of local charities.

RK was selected for its Community Service in the form of:

        a.   Donations/contributions to local charities and non-profits
        b.   Time spent as officers, board members, and program organizers
        c.   Participation by RK management and staff in charitable events (including stuffing turkeys!)
        d.   Sponsorships
        e.   Our recommendations to our clients to contribute to local charities

As we compiled our list of involvement for our staff of nine, we discovered that RK has supported 32 charitable organizations over our 25 year history.  Some of these organizations were actually founded by the Pats.  The cash donations are quite significant, and the participation totaled over 100 years of combined staff time.  A representative list of these local charities includes:

  The United Way
  The Salvation Army
  The Community Food Bank
  The Arizona Sonora Desert Museum
  Rotary International
  Leave-A-Legacy
  Greater Tucson Leadership
  The Arthritis Foundation
  Second Century Foundation
  Catholic Foundation
  Pima Council on Aging (PCOA)
  Southern Arizona Planned Giving Roundtable
  MDA - Muscular Dystrophy Association
  BBB - Better Business Bureau
  The Caregiver Training Institute
  The Red Cross
  The Palo Verde Hospital Advisory Board
  The Boys and Girls Clubs
  Boy Scouts of America
  and many others such at Little League and the Winterhaven Festival of Lights

We are proud of this special achievement . . . and, we are proud of the support provided by our wonderful clients.

We, at RK, realize that charitable works are part of the core of human dignity.  We understand that charity is as rewarding for the benefactor as it is for the recipient.

We believe that by brightening the days of those less fortunate, we will make the community a better place to live!

Pat Raskob                      Pat Kambourian