Rick Tasker, Robertson Stephens
Photos and Videos
- HoursCLOSED NOW
- Regular Hours:
Mon - Fri Sat - Sun Closed - Phone:
Main - 800-882-7537
- Address:
- 2455 Bennett Valley Rd Ste B115 Santa Rosa, CA 95404
- Email:
- Link:
- 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
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.