Our Qualifications

Carlos Rasmussen, CPA, PFS, founded the company in 2004 after identifying the need for holistic investment and wealth management solutions that took into consideration the client’s current financial situation, investment goals, risk management, tax circumstances and aspirations for financial security.  His belief was that clients needed more than just a CPA, investment person, or insurance agent to guide them.  He also understood the needs of businesses and their owners.

Carlos Rasmussen, CPA, PFS is a FINRA registered principal and holds a general securities and investment adviser representative registration through Centaurus Financial Inc.  In addition, he holds a National Commodity Futures Series 3 registration.  He has over 25 years of combined investment, financial, and tax experience. 

He is a licensed Washington State Certified Public Accountant (CPA) and has been awarded the Personal Financial Specialist (PFS) designation by the American Institute of Certified Public Accountants for his experience in key areas of financial planning and the ability to apply that expertise to a variety of clients and situations. 

His financial, IRS tax experience and education as a former IRS Revenue Agent, give him a unique understanding when working with businesses and individuals.  It is this background that most CPA and investment advisors don't possess that allows him to draw from his knowledge of different industries, tax law, financial reporting and use of trust as asset protection vehicles.

In addition to our experience we also draw from the expertise of other professionals within the investment, insurance, accounting and legal professions.  We are dedicated to developing long-term lasting relationships with all our clients and their other advisors.

We believe in helping you assess your financial goals and participate in the management of your finances.  One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial strategies and instruments.  The personalized approach that we can provide will serve as a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.