Rick Fingerman, Cfp®, Cdfa®, Ccps®, Cbda

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

✪ Helping Women in Transition ✪ Passionately Creating Financial Wellness for Recently Widowed or Divorced Women™ and empowering those seeking a more secure financial life. @ Financial Planning Solutions LLC
newton, massachusetts, united states
Rick Fingerman, Cfp®, Cdfa®, Ccps®, Cbda's Location
Auburndale, Massachusetts, United States, United States
Rick Fingerman, Cfp®, Cdfa®, Ccps®, Cbda's Contact Details

Rick Fingerman, Cfp®, Cdfa®, Ccps®, Cbda work email

Rick Fingerman, Cfp®, Cdfa®, Ccps®, Cbda personal email

Rick Fingerman, Cfp®, Cdfa®, Ccps®, Cbda phone numbers

About Rick Fingerman, Cfp®, Cdfa®, Ccps®, Cbda

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

Rick Fingerman, Cfp®, Cdfa®, Ccps®, Cbda's Current Company Details
Financial Planning Solutions LLC

Financial Planning Solutions Llc

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✪ Helping Women in Transition ✪ Passionately Creating Financial Wellness for Recently Widowed or Divorced Women™ and empowering those seeking a more secure financial life.
newton, massachusetts, united states
Website:
planwithfps.com
Employees:
3
Rick Fingerman, Cfp®, Cdfa®, Ccps®, Cbda Work Experience Details
  • Financial Planning Solutions Llc
    Managing Partner
    Financial Planning Solutions Llc Sep 2013 - Present
    134 Rumford Avenue, Suite 203, Newton, Ma 02466
    Financial Planning Solutions, LLC, is an independent fee only firm specializing in financial planning and investment advice for individuals and families, divorcees and widows. The firm also consults on 401(k) plans for small businesses in the Greater Boston/MetroWest regions of Massachusetts.Specialties: Women in transition i.e. Pre and Post-Divorce, Widowhood, Job Change. Investments, Asset protection strategies, Long Term Care planning.Advisory services offered by Financial Planning Solutions, LLC, an independent, fee-only SEC Registered Investment Advisor.
  • Dana-Farber Cancer Institute
    Pro Bono Liaison To The Financial Coaching Program At Dana Farber Cancer Institute
    Dana-Farber Cancer Institute Sep 2008 - Present
    Providing pro bono financial coaching to patients of Dana Farber Cancer Institute that are navigating the financial complexities a cancer diagnosis brings
  • Financial Planning Association
    Liaison At Dana Farber Cancer Institute
    Financial Planning Association Jan 2008 - Present
    Boston, Ma
    Helps coordinate a pro bono program for patients of Dana Farber Cancer Institute that provides pro bono financial counseling for patients in need.
  • Financial Planning Solutions, Inc.
    President And Ceo
    Financial Planning Solutions, Inc. Sep 1989 - Aug 2013
    Newton, Ma
    We help people make more intelligent decisions about their money.
  • Financial Planning Association Of Ma
    9/11 Pro Bono Coordinator For Ma
    Financial Planning Association Of Ma Sep 2001 - Nov 2007
    Boston, Ma
    Helped coordinate and implement protocals and programs for victims and their families in the Boston area surrounding the 9/11 tragedy.
  • Financial Planning Association
    Past President And Chairman
    Financial Planning Association Jan 2002 - Jan 2004
    Boston, Ma
    President and Chairman of MA chapter.

Rick Fingerman, Cfp®, Cdfa®, Ccps®, Cbda Skills

2013 Recipient Of The Boston Five Star Professional Wealth Manager Award Leadership Management Wealth Management Project Planning Asset Allocation Mutual Funds Financial Planning Investments Financial Advisory Investment Advisory Retirement Planning Wealth Finance Post Divorce Planning Pre Divorce Planning Women In Transition Financial Services Investment Management Asset Protection Certified Financial Planner Investment Strategies Personal Finance Wealth Management Services

Rick Fingerman, Cfp®, Cdfa®, Ccps®, Cbda Education Details

Frequently Asked Questions about Rick Fingerman, Cfp®, Cdfa®, Ccps®, Cbda

What company does Rick Fingerman, Cfp®, Cdfa®, Ccps®, Cbda work for?

Rick Fingerman, Cfp®, Cdfa®, Ccps®, Cbda works for Financial Planning Solutions Llc

What is Rick Fingerman, Cfp®, Cdfa®, Ccps®, Cbda's role at the current company?

Rick Fingerman, Cfp®, Cdfa®, Ccps®, Cbda's current role is ✪ Helping Women in Transition ✪ Passionately Creating Financial Wellness for Recently Widowed or Divorced Women™ and empowering those seeking a more secure financial life..

What is Rick Fingerman, Cfp®, Cdfa®, Ccps®, Cbda's email address?

Rick Fingerman, Cfp®, Cdfa®, Ccps®, Cbda's email address is ri****@****fps.com

What is Rick Fingerman, Cfp®, Cdfa®, Ccps®, Cbda's direct phone number?

Rick Fingerman, Cfp®, Cdfa®, Ccps®, Cbda's direct phone number is +161766*****

What schools did Rick Fingerman, Cfp®, Cdfa®, Ccps®, Cbda attend?

Rick Fingerman, Cfp®, Cdfa®, Ccps®, Cbda attended Boston University, Northeastern University, Northeastern University.

What skills is Rick Fingerman, Cfp®, Cdfa®, Ccps®, Cbda known for?

Rick Fingerman, Cfp®, Cdfa®, Ccps®, Cbda has skills like 2013 Recipient Of The Boston Five Star Professional Wealth Manager Award, Leadership, Management, Wealth Management, Project Planning, Asset Allocation, Mutual Funds, Financial Planning, Investments, Financial Advisory, Investment Advisory, Retirement Planning.

Who are Rick Fingerman, Cfp®, Cdfa®, Ccps®, Cbda's colleagues?

Rick Fingerman, Cfp®, Cdfa®, Ccps®, Cbda's colleagues are Andrew Holmes, Cfp®, Ccps™, Cslp®, Lyman Jackson, Maggie Dolan, Elizabeth Laws, Janet Rhodes Friedman, Cfp®, Cdfa®, Mba.

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