Raskin Planning Group employs an experienced, qualified and dedicated group of professionals that possess a myriad of skills.
Peter A. Raskin, CLU, ChFC®, MSFS, CRPCFinancial Planner617-728-7433
Peter A. Raskin has provided financial planning services since 1984. As a fee-based Financial Planner, Peter specializes in working with business owners, executives, professionals and individuals to help them gain control and preferential treatment in the areas of wealth accumulation, estate conservation, business succession and charitable gift strategies. Utilizing a planning process that is customized and highly interactive, clients are empowered to make important decisions relative to their estate, investment and retirement planning. Peter helps clients implement these financial planning strategies in collaboration with the client's accountant and attorney. |
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Jessie L. Foster, MBA, CFP®, CDFA™*Financial Planner617-728-7436
As a CERTIFIED FINANCIAL PLANNER™ professional, Jessie specializes in working with women, business owners, professionals and families to help them navigate life’s transitions such as retirement, job changes, divorce and widowhood. She helps them gain control in the areas of wealth accumulation, estate conservation, business succession and charitable gift strategies. Jessie has over 25 years of business experience and is dedicated to the holistic financial planning approach that utilizes a customized and highly interactive process to help clients meet their unique needs. She believes that well-informed clients are empowered to make important decisions relative to their life planning and that clients need and want help understanding the complexities of the financial world. |
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Justin M. MaksoAssociate Planner617-728-7433
Justin Makso joined the Raskin Planning Group in 2010 as an Associate Planner, bringing experience from both corporate and public accounting. Justin is dedicated to building strong relationships and bringing exceptional service to clients he works with. His responsibilities include providing support in the financial and investment, planning process. Justin is a Registered Representative of Lincoln Financial Advisors and holds his Series 7, Series 66, and life and health insurance licenses. He is also a CERTIFIED FINANCIAL PLANNER™ Professional and holds a certificate in Financial Planning from the Boston University Institute of Finance. |
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Rachel B. MandeixClient Services Administrator617-728-7433
Rachel Mandeix joined the Raskin Planning Group in 2011 as our Client Services Administrator, bringing her experience in the financial industry as both a Marketing Coordinator and Administrative Assistant. Rachel is committed to providing a high level of service to our clients and ensuring their needs are met. Her responsibilities will include handling client service requests, providing marketing support, and many of the administrative functions necessary to help meet client needs. She is a Registered Representative of Lincoln Financial Advisors and holds her Series 7, Series 66, and life and health insurance licenses. |
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