Rick Tasker, Robertson Stephens in Santa Rosa
Heures d'ouverture
- Lundi
- 09:00 - 17:00
- Mardi
- 09:00 - 17:00
- Mercredi
- 09:00 - 17:00
- Jeudi
- 09:00 - 17:00
- Vendredi
- 09:00 - 17:00
M-F 9am-5pm, Sa-Su Closed
Options pour modifier tes données
Die Seite "Rick Tasker, Robertson Stephens" est géré par une agence.Veuillez contacter votre partenaire d'agence pour mettre à jour le contenu.
Cette entrée est maintenue par :
Rick Tasker, Robertson Stephens Prestataire de services
2455 Bennett Valley Road
95404
Santa Rosa
Description
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.
Deutschland
Österreich
USA
Great Britain
France
Belgique
España
Italia
Nederland
België
Polska
Česká republika
Portugal
Sverige
Ελλάδα
Danmark