Rick Fingerman CFP®, CDFA™ » Financial Experts

** Denotes Collaboratively Trained Professional

Rick Fingerman CFP®, CDFA™

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Managing Partner Financial Planning Solutions, LLC Address 120 Wells Avenue Newton MA 02459 Phone: (617) 630-4978
About

Rick is a Certified Divorce Financial Analyst who helps clients, attorneys and mediators fully understand the financial implications surrounding the division of assets. As a Certified Financial Planner™ Practitioner (CFP®) 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.

Rick also specializes in helping women post-divorce getting their life back on track to achieve the goals they want.

Rick serves as a liaison to the Dana-Farber Pro Bono Coaching Program. This initiative helps patients struggling with the financial burdens they are facing while battling cancer. To date, over 400 families have been helped.

** Denotes Collaboratively Trained Professional