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Rick Tasker, Robertson Stephens
2455 Bennett Valley Road, Santa Rosa, California, United States
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About the Rick Tasker, Robertson Stephens
Rick Tasker, Robertson Stephens is a finance institution located at 2455 Bennett Valley Road in Santa Rosa, California, United States. Rick Tasker, the Managing Director and Principal, specializes in pension consulting and has over 30 years of experience in the retirement marketplace. He provides consulting and fiduciary advisory services to plan sponsors nationwide, focusing on plan design, investment consulting, fiduciary compliance, employee investment education, and service provider selection. Additionally, Rick offers wealth management investment services to individuals, trusts, and non-profit organizations. He holds a bachelor's degree in Business Administration, is a former Certified Public Accountant, and has earned the Global Financial Steward and Accredited Investment Fiduciary designations. The institution is known for building holistic financial plans for families and their wealth.
Photos of Rick Tasker, Robertson Stephens
2455 Bennett Valley Rd b115, Santa Rosa, CA 95404, United States
Opening hours of Rick Tasker, Robertson Stephens
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
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