Rick Fingerman, CFP<sup>&reg;</sup> - Financial Advisor

Rick Fingerman, CFP®

CDFA™ CCPS®

Managing Partner

Financial Planning Solutions, LLC

134 Rumford Avenue, Suite 203
NEWTON, MA 02466
FINANCIAL ADVISOR'S WEBSITE
(800) 224-0132
+1 More Number
(617) 630-4978
CONNECT WITH Rick
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General

Rick Fingerman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial Planning Solutions, LLC in NEWTON, MA and the surrounding communities.

Financial Advisor Overview

Rick specializes in helping women in transition. Whether you are experiencing the loss of a spouse or going through a divorce, Rick can offer guidance in helping you put a plan in place. For clients planning for retirement, he can help you create a lifestyle sustaining income plan, If you are trying to save for college at the same time, this can be extra challenging.

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Financial Advisor Experience

Rick has over 25 years’ experience helping people make intelligent decisions with their money. Rick 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 you determine a fair division of marital assets. For more info, go to https://www.linkedin.com/in/rickfingerman/

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CFS®, CDFA®, CCFS®

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

N/A

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Getting Married, Mutual Funds, Job Loss, Retirement, Life Planning, Starting a Family, Sudden Wealth, Medical & Health Issues, Women's Finances

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Helpful Financial Planning Resources