Rick Tasker, Robertson Stephens in Santa Rosa

Orari di apertura

Lunedì: 09:00 - 17:00
Martedì: 09:00 - 17:00
Mercoledì: 09:00 - 17:00
Giovedì: 09:00 - 17:00
Venerdì: 09:00 - 17:00

M-F 9am-5pm, Sa-Su Closed

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Managing Director and Principal https://rscapital.com/team/...

Rick Tasker, Robertson Stephens Fornitore di servizi

2455 Bennett Valley Road
95404 Santa Rosa

8008827537
https://rscapital.com/team/...
rick.tasker@rscapital.com

Descrizione

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.