Rick Fingerman, Cfp®, Cdfa®, Ccps®, Cbda Email & Phone Number

If you are widowed, wrapping up your divorce, or want to ensure you are on the correct path to be in the best place financially, we should chat. I specialize in working with women in transition, Post Divorce planning, Widowhood, and those seeking a more secure financial life.💰 Got questions? 🧭 Hop on a complimentary 20 minute call with me✅ Click on my Book a 20 Minute Call button under my photoMy dad died suddenly when I was 19 years old. This had a profound effect on me as I saw my 47 year old mother take over the family business. Even though it didn't surface until a number of years later, helping people become financially empowered became my calling. I feel it is my obligation to help others put their finances in place so they can life they want today, as well as enjoy a secure financial life. I am the co-founder and managing partner of Financial Planning Solutions, LLC, an independent fee only financial planning and Registered Investment Advisory firm. I work as a CERTIFIED FINANCIAL PLANNER™ practitioner with 30 years’ experience helping people make more intelligent decisions pertaining to their money.Financial Planning Solutions, LLC, is an independent fee-only fiduciary firm specializing in financial planning and investment advice for individuals and families, divorcees and widows in the Greater Boston/MetroWest and North of Boston regions of Massachusetts and virtually across the country. I also specialize in late stage college funding. Have a Jr. or Sr. in high school and wondering the best way to pay for college?, let's chat.Advisory services offered by Financial Planning Solutions, LLC, an independent, fiduciary, fee-only Registered Investment Advisor.Featured in The Wall St. Journal, Boston Globe, Retirement Daily, Barrons, and Boston.com

Listed skills include 2013 Recipient Of The Boston Five Star Professional Wealth Manager Award, Leadership, Management, Wealth Management, and 20 others.