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Rick Fingerman

CFP® , CDFA® , CFS® , CCPS®
Personal Finance, Retirement, Investing
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“Rick is a fee based Certified Financial Planner practitioner that has been helping folks make more intelligent decisions with their money for over 28 years.”
Firm:

Financial Planning Solutions, LLC

Job Title:

Managing Partner

Biography:

Rick Fingerman is managing partner and co-founder of Financial Planning Solutions, LLC, an independent fee-based financial planning and Registered Investment Advisor located in Newton, MA. He has over 25 years’ experience helping people make intelligent decisions with their money. 

Rick specializes in helping clients plan for retirement, create a proper investment plan, save for college, and protect their assets from a catastrophe. He also has expertise in financial issues specific to women and women in transition. He believes having a good financial plan that addresses one's goals and concerns, can make all the difference in the world.

Rick currently holds the CERTIFIED FINANCIAL PLANNER™ designation as well as the Certified Divorce Financial Analyst™ professional designation from IDFA™. For those in the unfortunate position of going through a divorce, Rick can be instrumental in helping them determine a fair division of marital assets.

Rick is an active member of the Financial Planning Association of MA where he is a past President and Chairman. Currently, he holds the position of Liaison to the Financial Coaching Program with Dana Farber Cancer Institute in Boston. This program provides pro bono financial planning to cancer patients and their families. You can watch a short video on this program under the Client Center tab on the home page.

Rick has been quoted in several national publications such as the Wall Street Journal, The Boston Globe, The Chicago Tribune, and CNBC MarketWatch. Furthermore, Rick has been granted several awards throughout his career such as the Boston Five Star Professional Wealth Manager Award in 2013, 2015, and 2016 as well as other prominent awards for financial planning and work with Pro Bono and charitable organizations.

Rick lives in Arlington, MA with his wife and stepdaughter. He is also the proud father of a grown daughter and son from a previous marriage. His interests include spending time with his family, performing stand-up comedy, woodworking, hiking, exercise, and nutrition.

Assets Under Management:

$100 million

Fee Structure:

Fee-Based

CRD Number:

1976526

Disclaimer:

Financial Planning Solutions, LLC (FPS) is a fee-based Registered Investment Advisor. Financial Planning Solutions, LLC (FPS) is providing general information for educational purposes only.  This should not be considered specific investment, tax, or legal advice. FPS only renders personalized advice to each client. Information herein includes opinions and source information that is believed to be reliable. However, such information may not be independently verified by FPS.

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  • Meet Rick Fingerman, CFP®
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September 2016

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    Estate Planning
What do I need to be prepared for when receiving part of a family member's estate in the form of a certificate of deposit?
100% of people found this answer helpful

To simplify things, it would be best if this CD listed you as a beneficiary in the form of a TOD (trasfer on death) or POD (payable on death) or is titled in the name of a trust.  This will avoid probate and the CD will transfer to you much quicker with little or no expense.

April 2019
    Marriage / Divorce, Financial Planning, Retirement, IRAs, Real Estate, Women & Money
What should I do with regards to my 401(K), Roth IRA, tax filings, divorce considerations, and aspirations to purchase a home?
100% of people found this answer helpful
November 2018
    Debt, Retirement, Pensions, IRAs, Taxes
Should I pay down my HELOC with money from my traditional IRA?
100% of people found this answer helpful
June 2018
    Estate Planning, End of Life
When a grantor issues an irrevocable grantor trust with Medicaid protection in mind, will the beneficiary get step-up cost basis upon the passing of the grantor?
100% of people found this answer helpful
November 2018
    Estate Planning, IRAs, Mutual Funds
I wish to consolidate five mutual funds that are currently in my trust into IRAs to reduce the work for my trustees upon my death. How should I do this?
100% of people found this answer helpful
April 2019