Insights

Independent Advisor Advantage Target mid-market financial advisory firms with fee-only, independent models seeking scalable growth, regulatory compliance support, and enhanced client trust. RKFIN’s SEC-registered, life planning focus positions them for partnerships or white-label services that emphasize fiduciary responsibility and holistic planning.

Estate and Tax Focus Leverage RKFIN’s emphasis on estate planning optimization and tax minimization to offer advanced estate planning tools, trust administration, and tax-efficient investment strategies to expand services for existing high-net-worth and physician client segments.

Tech Enablement Propose technology integrations or managed IT/MarTech services compatible with WordPress, hosting, analytics, and compliance workflows. Highlight opportunities to modernize digital presence, client portals, and marketing automation to attract and retain clients in a competitive advisory market.

Growth through Talent With a small- to mid-sized team and recent hires like wealth manager/trust roles, explore partnerships or contractor programs to scale advisory capabilities, expand trust and retirement services, and accelerate cross-selling to existing client bases (e.g., pensions for small businesses).

Awards as Gateways Utilize their industry recognition and credentials as credibility hooks in outreach. Propose co-branded marketing, client acquisition campaigns, or referral programs that capitalize on Torch Award and industry expert honors to win new physician, dental, and professional services clients seeking trusted fiduciaries.

Similar companies to Raskob Kambourian Financial Advisors, LTD

Raskob Kambourian Financial Advisors, LTD Tech Stack

Raskob Kambourian Financial Advisors, LTD uses 8 technology products and services including WordPress, oEmbed, Name.com DNS, and more. Explore Raskob Kambourian Financial Advisors, LTD's tech stack below.

  • Content Management System
  • oEmbed
    Dev Tools
  • Name.com DNS
    Domain Name Services
  • MooTools
    Javascript Frameworks
  • Skrollr
    Javascript Libraries
  • ExactMetrics
    Web Platform Extensions
  • Smush
    Web Tools And Plugins

Raskob Kambourian Financial Advisors, LTD's Email Address Formats

Raskob Kambourian Financial Advisors, LTD uses at least 4 email formats:
Raskob Kambourian Financial Advisors, LTD Email FormatsExamplePercentage
FirstL@rkfin.comJohnD@rkfin.com
73%
Last@rkfin.comDoe@rkfin.com
14%
First.Last@rkfin.comJohn.Doe@rkfin.com
6%
F.Last@rkfin.comJ.Doe@rkfin.com
7%

Frequently Asked Questions

What is Raskob Kambourian Financial Advisors, LTD's phone number?

Minus sign iconPlus sign icon
You can contact Raskob Kambourian Financial Advisors, LTD's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Raskob Kambourian Financial Advisors, LTD's official website and social media links?

Minus sign iconPlus sign icon
Raskob Kambourian Financial Advisors, LTD's official website is rkfin.com and has social profiles on LinkedIn.

How much revenue does Raskob Kambourian Financial Advisors, LTD generate?

Minus sign iconPlus sign icon
As of September 2026, Raskob Kambourian Financial Advisors, LTD's annual revenue is estimated to be $25M - $50M.

What is Raskob Kambourian Financial Advisors, LTD's SIC code and NAICS code?

Minus sign iconPlus sign icon
Raskob Kambourian Financial Advisors, LTD's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Raskob Kambourian Financial Advisors, LTD have currently?

Minus sign iconPlus sign icon
As of September 2026, Raskob Kambourian Financial Advisors, LTD has approximately 14 employees across 1 continents, including North America. Key team members include Office Administrator: J. K. Explore Raskob Kambourian Financial Advisors, LTD's employee directory with LeadIQ.

What industry does Raskob Kambourian Financial Advisors, LTD belong to?

Minus sign iconPlus sign icon
Raskob Kambourian Financial Advisors, LTD operates in the Financial Services industry.

What technology does Raskob Kambourian Financial Advisors, LTD use?

Minus sign iconPlus sign icon
Raskob Kambourian Financial Advisors, LTD's tech stack includes WordPress, oEmbed, Name.com DNS, Microsoft 365, MooTools, Skrollr, ExactMetrics and Smush.

What is Raskob Kambourian Financial Advisors, LTD's email format?

Minus sign iconPlus sign icon
Raskob Kambourian Financial Advisors, LTD's email format typically follows the pattern of FirstL@rkfin.com. Find more Raskob Kambourian Financial Advisors, LTD email formats with LeadIQ.

When was Raskob Kambourian Financial Advisors, LTD founded?

Minus sign iconPlus sign icon
Raskob Kambourian Financial Advisors, LTD was founded in 1986.
Raskob Kambourian Financial Advisors, LTD logo

Raskob Kambourian Financial Advisors, LTD

Financial ServicesArizona, United States11-50 Employees

Raskob Kambourian Financial Advisors, LTD is an independent, fee-only financial advisory firm registered with the Securities and Exchange Commission, offering comprehensive financial planning with an emphasis on Life Planning. Based in Tucson, Arizona, the firm provides guidance on prudent financial decisions, investment oversight, retirement planning, estate optimization, and access to trust services through National Advisors Trust Company, aiming to minimize tax liabilities at both state and federal levels. The organization also supports employer-sponsored retirement arrangements, managing pension plans for small teams, and positions itself within the financial services industry as a client-focused advisor that integrates wealth management with estate and tax considerations.

With a credentialed team serving a regional client base, the firm emphasizes personalized service and competitive pricing as part of its value proposition. It highlights trusteeship and fiduciary services, alongside ongoing investment stewardship and planning for retirement and estates, to address the comprehensive life planning needs of individuals and professional clients such as doctors and other professionals. Acknowledged over the years for industry recognition and awards, the firm has also pursued growth through personnel acquisitions, including the addition of a wealth manager and trust representative who is licensed as a fiduciary in the state. The company operates from Tucson, and maintains a presence in the broader financial services landscape through collaborations that support its trust and pension administration capabilities.

Section iconCompany Overview

Phone number
Website
rkfin.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1986
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Raskob Kambourian Financial Advisors, LTD's revenue is estimated to be in the range of $25M - $50M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.