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Details

General Info

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.

HoursCLOSED NOW
Regular Hours:
Mon - Fri
Sat - SunClosed

Contact Info

Phone:

Main - 800-882-7537

Address:
2455 Bennett Valley Rd Ste B115 Santa Rosa, CA 95404
Email:

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Categories
Investment Advisory Service, Financial Planners, Financial Services, Investment Management, Investments, Mutual Funds
Services / Products
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
Brands
Robertson Stephens
Location
Waterfall Towers
Associations
Accredited Investment Fiduciary
Provided by
Data provided by one or more of the following: Thryv, Data Axle, Yext.