Our Qualifications

Carlos Rasmussen, CPA, PFS, founded Rasmussen Capital Management, Inc. in 2004 after recognizing that many clients needed more than isolated investment advice, tax preparation, or insurance recommendations.

Business owners, executives, and high-net-worth families often need coordinated guidance across investments, taxes, retirement planning, business valuation, risk management, estate coordination, and long-term wealth transfer.

Carlos is a Washington State Certified Public Accountant and holds the Personal Financial Specialist designation from the American Institute of Certified Public Accountants. He is also a FINRA registered principal and investment adviser representative through Centaurus Financial, Inc.

His background as a former IRS Revenue Agent gives him a practical understanding of tax compliance, financial reporting, business operations, and documentation. This perspective helps him evaluate planning opportunities through both a financial and tax-aware lens.

Rasmussen Capital Management also coordinates with other professionals, including attorneys, CPAs, insurance professionals, retirement plan providers, third-party administrators, valuation professionals, and investment managers, when appropriate.