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Patrick C. OsBourne, RFC®; EA's Profile and Contact Information

Patrick C. OsBourne, RFC®; EA
Click here to contact Patrick C. OsBourne, RFC®; EA CEO
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Office Number (513) 889-2134
Cell Phone Number (614) 282-9004
Fax Number (513) 889-3153
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Profile

The AAKOBB Financial Services team is made up of a group of seasoned and very knowledgeable professionals in the financial services industry, led by Patrick C. OsBourne (formerly known as Osei B. Bosompem). Patrick has advised and consulted with clients in financial services for over 10 years now and is well-known in the local area, with a commitment to excellence and a dedication to duty (as far as looking out for his clients’ best financial interest is concerned) that is second to none, derived mostly from his years of service in the United States Marine Corps and the United States Army.

Patrick has a Master of Science degree in Business Administration (MSBA) from Boston University, prior to which he had graduated with honors from the prestigious University of Ghana Business School with a degree in accounting.

Patrick also has a background in federal taxation, having worked for the IRS as a revenue agent for about 9 years. As a matter of fact, Patrick’s many years of working experience in government service (he was a finance specialist in the military before becoming a revenue agent for the IRS) has given him the unique opportunity to become extensively knowledgeable in the field of federal taxation. He has an excellent understanding of the tax treatment for the various financial products typically used as investment vehicles for retirement planning (and for general wealth-building), along with the tax implications these have for his clients. Thus, Patrick is the go-to person when one is concerned with what tax pit-falls to look out for and/or avoid during the process of making those crucial financial decisions that we all have to deal with: savings and investments for the future, planning for your children’s college education and for your own retirement, as well as putting in place “financial life-guards” (through the use of various forms of insurance products) to protect against the unknown, the unexpected and the unpredictable.

Patrick has the RFC® (Registered Financial Consultant) designation, a professional credential that is awarded by the International Association of Registered Financial Consultants, a non-profit professional credentialing organization of proven financial professionals. In addition, Patrick is an Enrolled Agent, which means he is authorized to represent people who have tax issues with the IRS and get those issues resolved for them. (This, along with his experience as former IRS agent, cements Patrick’s credentials as an all-round financial advisor that one can count on to handle all their financial matters under one roof.)

To contact Patrick directly, click here or call at 513-889-2134; he can also be reached by cell phone at 614-282-9004.


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Any information provided on this website has been prepared from sources believed to be reliable, but is not guaranteed by AAKOBB Financial Services and is not a complete summary or statement of all available data necessary for making any investment and/or financial decision. Any information provided is for informational purposes only and does not constitute a recommendation. AAKOBB Financial Services and its employees do not own options, rights or warrants to purchase any of the securites and other financial products mentioned on this website. Any review, re-transmission, dissemination or other use of – or taking of any action in reliance upon – the information provided on this website by persons visiting this website is done solely at such persons' own risk, and AAKOBB Financial Services and its employees may not be held liable in any manner for such use of or reliance upon the information herein provided.  

Disclaimer under IRS Circular 230:  Unless expressly stated otherwise, any U.S. federal tax advice included on this website is not intended or written to be used, and may not be relied upon or used (1) by any taxpayer for the purpose of avoiding penalties that may be imposed on any taxpayer under the Internal Revenue Code, and/or (2) by any person to support the promotion or marketing of, or to recommend any Federal tax transaction or matter addressed herein.

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