Rick Tasker, GFS®, AIF® - Robertson Stephens Wealth Management, LLC
Business details
- Category
- Financial Services · Investment service, Financial consultant, Financial planner
- Address
- 2455 Bennett Valley Rd b115, Santa Rosa, CA 95404
- Phone
- (800) 882-7537
- Website
- rscapital.com
- County
- Sonoma County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Based in Santa Rosa, Rick Tasker, GFS®, AIF® - Robertson Stephens Wealth Management, LLC offers investment services and personal financial planning for clients across Sonoma County and the North Bay. We work with individuals and families who want a clear, thoughtful approach to growing and protecting their savings over the long term.
Our role is to help you understand where you stand today and build a practical plan around your goals, whether that means retirement, investing or managing your wealth. We take the time to listen closely to your priorities so that every recommendation is tailored to your situation rather than a one-size-fits-all solution.
To learn more about how we can help, visit our website or reach out to start the conversation.
Our role is to help you understand where you stand today and build a practical plan around your goals, whether that means retirement, investing or managing your wealth. We take the time to listen closely to your priorities so that every recommendation is tailored to your situation rather than a one-size-fits-all solution.
To learn more about how we can help, visit our website or reach out to start the conversation.