Rick Tasker

Managing Director, Principal at Robertson Stephens Wealth Management
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Bio

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.

Recent Quotes
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  • I've had some very successful firms approach me over the years, but it was Robertson Stephens that won me and my team over. They are a perfect cultural fit—a fiduciary who is innovative, transparent, and open-minded, with an offering that strengthens our client relationships and supports our growth. I like that they have an extensive wealth management and financial planning business to complement our pension plan consulting business. They're a close-knit team of people with energy and ideas with whom it will be fun to work. I know our clients and my team will fit right in.

    29 November 2021
Employment
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  • Robertson Stephens Wealth Management
    Managing Director, Principal