Rick Tasker, GFS®, AIF® - Robertson Stephens Wealth Management, LLC
About
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.