Rick Tasker, Robertson Stephens
2455 Bennett Valley Road, Santa Rosa, California 95404
(800) 882-7537 Suite B115
Rick Tasker, Robertson Stephens Business Information
- Name:
- Rick Tasker, Robertson Stephens
- Address:
- 2455 Bennett Valley Road
Suite B115 - City:
- Santa Rosa
- State:
- California, US
- Zip Code:
- 95404
- Telephone:
- (800) 882-7537
- Fax:
- n/a
- Website URL:
- https://rscapital.com/team/rick-tasker-gfs-aif/
- Facebook:
- n/a
- Twitter:
- n/a
- Categories:
- Financial Planning Consultants
Investments - Hours:
- M-F 9am-5pm, Sa-Su Closed
- Services:
Executive Compensation, Government and Municipal Retirement Plans, Investment Education, Investment Management, Pension Consulting, Public and Private company retirement plans, Retirement Plan Consulting, Retirement Planning, Retirement plan design, Risk Management - Products:
n/a - Brands:
Robertson Stephens - Specialties:
- Fiduciary advice, ESOPs, Mergers and Acquisitions, ESG, Buying and selling a business, Pension Plans, 401k plans, 457 plans, 403b plans, ERISA plans, 404C consulting, IRAs, IRA Rollover, Investment policy statement consulting, 401k financial advisor, 401k for spanish employees, New 401k plans
- Coordinates:
- 38.434386, -122.691884
- Accepted Payment:
- Contact:
- rick.tasker@rscapital.com
About Rick Tasker, Robertson Stephens
Rick is currently Managing Director and Principal at Robertson Stephens, specializing in pension consulting. Most recently, Rick was the founder and president of Epoch Consulting Group, a Santa Rosa, California based fee-only registered investment advisory firm. Epoch provided pension consulting services to retirement plan sponsors and members of their retirement plans. Serving the retirement marketplace for over 30 years, Rick specializes in providing consulting and fiduciary advisory services to plan sponsors throughout the country in plan design, investment consulting, fiduciary compliance, employee investment education, and service provider selection. He also provides wealth management investment services to individuals, trusts, and non-profit organizations.
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