Products and Services offered

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.

Business Hours:
M-F 9am-5pm, Sa-Su Closed

Categories:
Investment advisory service,College Financial Planning Services,Financial Services

Services:
Investment Management, Retirement Planning, Pension Consulting, Retirement Plan Consulting, Risk Management, Government And Municipal Retirement Plans, Public And Private Company Retirement Plans, Investment Education, Executive Compensation, Retirement Plan Design

Specialties:
Fiduciary Advice, Esops, Mergers And Acquisitions, Esg, Buying And Selling A Business, Pension Plans, 401k Plans, 457 Plans, 403b Plans, Erisa Plans, 404c Consulting, Iras, Ira Rollover, Investment Policy Statement Consulting, 401k Financial Advisor, 401k For Spanish Employees, New 401k Plans

Brands:
Robertson Stephens

Languages:
English

Associations:
Accredited Investment Fiduciary