Rick Fine Email & Phone Number
Partner, Managing Director @ Beacon Pointe
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Rick Fine Location
- Waltham, MA, US
Rick Fine Work
- 2025 -now Partner, Managing Director @
- 2003 -2025 Principal and Director of Financial Planning @
Rick Fine Education
- Boston University
Certificate in Financial Planning (Certificate in Financial Planning, Financial Planning)
2002-2003 - Babson College - Franklin W. Olin Graduate School of Business
MBA (MBA)
1994-1996 - University of Colorado Boulder
(B.A., Computer Science, Psychology)
1985
Rick Fine Skills
- Strategic Financial Planning
- Insurance
- Disability Insurance
- Asset Management
- Asset Allocation
- Estate Planning
- Employee Benefits
- Investment Strategies
- Investment Advisory
- Investments
- Investment Management
- Financial Planning
- Personal Finance
- Wealth Management
- Financial Planners
- Financial Advisory
- Retirement Planning
Rick Fine Summary
- Rick Fine, based in Waltham, MA, US, is currently a Partner, Managing Director at Beacon Pointe. Rick Fine brings experience from previous roles at Sensible Financial Planning and Management. Rick Fine holds a 2002 - 2003 Certificate in Financial Planning in Certificate in Financial Planning, Financial Planning @ Boston University. With a robust skill set that includes Strategic Financial Planning, Insurance, Disability Insurance, Asset Management, Asset Allocation and more. Rick Fine has 2 emails and 1 mobile phone numbers on RocketReach.
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