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Robertson Stephens Wealth Management, LLC - Santa Rosa
Distance: 0.0 Mi2455 Bennett Valley Road, Suite B115
95404 Santa Rosa -
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Rick Tasker, GFS®, AIF® - Robertson Stephens Wealth Management, LLC
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- Santa Rosa, California
- 95404
- Phone: (800) 882-7537
- Website
Description
Rick is a Managing Director and Principal at Robertson Stephens, specializing in pension consulting. 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.