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Rick Tasker, Robertson Stephens | Financial and Investment Services in Santa Rosa, CA
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Rick Tasker, Robertson Stephens
Worldwide - United States - Santa Rosa - Financial and Investment Services - Rick Tasker, Robertson Stephens

Rick Tasker, Robertson Stephens

Claimed via Yext Last updated: November -0001 Listing details

Financial and Investment Services in Santa Rosa, CA

Special Offer:
Managing Director and Principal
Learn more

Financial and Investment Services

Contact Information

Call
800-882-7537
Email
rick.tasker@rscapital.com

Website

Store Hours

Monday:
-
Tuesday:
-
Wednesday:
-
Thursday:
-
Friday:
-
Saturday:
Closed
Sunday:
Closed

What we offer

  • Investment Management
  • Retirement Planning
  • Pension Consulting
  • Retirement Plan Consulting
  • Risk Management
  • Government and Municipal Retirement Plans
  • Public and Private company retirement plans
  • Investment Education
  • Executive Compensation
  • Retirement plan design

Location

2455 Bennett Valley Road, Suite B115
Santa Rosa , CA 95404 United States
Get Directions

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.

Brands

  • Robertson Stephens

Photos

Rick Tasker, Robertson Stephens Rick Tasker, Robertson Stephens

Reviews

Rick Tasker, Robertson Stephens 800-882-7537
2455 Bennett Valley Road, Suite B115
Santa Rosa , CA 95404 United States
$
Rick Tasker, Robertson Stephens
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Associations

    Accredited Investment Fiduciary

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

Languages

  • English

Business Details

Company name
Rick Tasker, Robertson Stephens
Category
Financial and Investment Services
Rating
Not Rated
Phone (Toll Free)
8008827537
Email
rick.tasker@rscapital.com
Website
https://rscapital.co...
Tags
investment education,  pension plan review,  plan sponsors investment plan committee consulting

About this listing

About this listing: Information on this page may be sourced from business owners, public records, and trusted data partners. 2findlocal provides these details to help users discover local businesses and services.

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Rick Tasker, Robertson Stephens

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