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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

We believe our team approach adds perspective to all we do and this has the potential to benefit clients.

Meet Our Team

Peter Raskin, CLU®, CHFC®, MSFS, CRPC®

Financial Planner

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Thanks for taking the time to visit our website. Instead of the typical bio, I wanted to share a personal note.I’ve been helping families and business owners with financial planning since 1984. It’s been a wonderful career...
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Kathryn Broy, *CFP®

Associate Financial Planner

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Kathryn is the consummate financial professional. She has 10 years of experience in financial services. Kathryn enjoys helping people define and pursue their life and financial goals. While she has financial savvy, it’s the...

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Alexander LaCroce

Client Service Investment Specialist

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Before joining the Raskin Planning Group, Alexander LaCroce was a Financial Services Professional with New York Life. He graduated Fairfield University with a Bachelor of Science Biochemistry degree and then went to Kingston University...

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