•  Firm: Financial Planning Solutions, LLC
  • Job Title: Managing Partner
  • Certifications: CFP®, CDFA®, CFS®, and CCPS®

Experience

Rick Fingerman is the 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 of 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.

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.

Quote from Rick Fingerman

“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.”