Member Profile

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First Name Rick
Last Name Fingerman
Email rick@planwithfps.com
Phone 617-630-4978
Street 120 Wells Ave
City Newton
State Massachusetts
Zipcode 02459
Country United States of America
Company Financial Planning Solutions, LLC
Professional Designations CFP, CDFA, CCPS
Specialties Women in transitions, Retirement, College, Divorce, Widows
Bio My 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. I specialize in working with women in transition. Whether you recently lost a spouse, are going through a divorce (or are recently divorced), or even contemplating a career change, I can help you work through the multitude of issues one can face and then help you achieve what is important to you. I also help families pay for college in the most efficient way. Financial Planning Solutions, LLC, is an independent fee-only 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. The firm also consults on 401(k) plans for small businesses in the Greater Boston/MetroWest regions of Massachusetts. Specialties: Women in transition, Pre and Post Divorce, Widowhood, Professionals with young families, Paying for College, Asset protection strategies, Long Term Care planning. Advisory services offered by Financial Planning Solutions, LLC, an independent, fee-only Registered Investment Advisor.