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Carlos Rasmussen
President & CEO
Rasmussen Capital Management Inc
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Professional Bio
Carlos Rasmussen, CPA, PFS, is President and CEO of Rasmussen Capital Management, Inc., an independent wealth management and business consulting firm headquartered in SeaTac, Washington. With more than 30 years of experience in taxation, investment management, financial planning, and business advisory services, Carlos helps business owners, corporate executives, highly compensated employees, and high-net-worth individuals make informed financial decisions.
His professional background includes more than seven years as an Internal Revenue Service Revenue Agent, providing a distinctive perspective on federal taxation, business operations, and financial compliance. He applies this experience to identifying opportunities for tax-efficient wealth accumulation, retirement readiness, and long-term wealth preservation.
Carlos advises clients on investment management, executive financial planning, retirement income, risk management, and estate planning coordination. For employers, his services include retirement plan consulting and design involving 401(k), defined benefit, and cash balance plans, with an emphasis on aligning employee benefits with organizational objectives.
His business consulting practice encompasses business valuations, succession planning, and exit strategies, helping owners understand enterprise value, prepare for ownership transitions, and coordinate business decisions with personal financial goals.
Carlos takes an integrated, relationship-driven approach, considering how taxes, investments, business ownership, retirement, and legacy objectives intersect. He emphasizes practical recommendations and long-term client relationships.
As a member of the Bellevue Chamber of Commerce, Carlos looks forward to connecting with Eastside business leaders, collaborating with fellow professionals, and supporting the financial success and vitality of the local business community.
His professional background includes more than seven years as an Internal Revenue Service Revenue Agent, providing a distinctive perspective on federal taxation, business operations, and financial compliance. He applies this experience to identifying opportunities for tax-efficient wealth accumulation, retirement readiness, and long-term wealth preservation.
Carlos advises clients on investment management, executive financial planning, retirement income, risk management, and estate planning coordination. For employers, his services include retirement plan consulting and design involving 401(k), defined benefit, and cash balance plans, with an emphasis on aligning employee benefits with organizational objectives.
His business consulting practice encompasses business valuations, succession planning, and exit strategies, helping owners understand enterprise value, prepare for ownership transitions, and coordinate business decisions with personal financial goals.
Carlos takes an integrated, relationship-driven approach, considering how taxes, investments, business ownership, retirement, and legacy objectives intersect. He emphasizes practical recommendations and long-term client relationships.
As a member of the Bellevue Chamber of Commerce, Carlos looks forward to connecting with Eastside business leaders, collaborating with fellow professionals, and supporting the financial success and vitality of the local business community.
Organization
Rasmussen Capital Management Inc
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