Rick Tasker, Robertson Stephens
Toll Free: (800) 882-7537
Business hours
| Monday | 9:00am to 5:00pm |
| Tuesday | 9:00am to 5:00pm |
| Wednesday | 9:00am to 5:00pm |
| Thursday | 9:00am to 5:00pm |
| Friday | 9:00am to 5:00pm |
| Saturday | - |
| Sunday | - |
About us
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.
Managing Director and Principal
| Associations | Accredited Investment Fiduciary |
| Languages | English |
| Tags | Investment education, pension plan review, plan sponsors, plan participants, Plan participant education, 401k education, Spanish investing education, RFP for retirement plans, retirement plan fiduciary, Starting a 401k, start up retirement plan advisor, small company retirement plan advisor, medium company retirement plan advisor, large company retirement plan advisor, Best 401k financial advisor, best spanish 401k financial advisor, Retirement plan fee review and consulting, investment plan committee consulting |
| 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 |
| Brands | Robertson Stephens |
| Services | 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 |
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