Rick Fingerman Email & Phone Number

Managing Partner @ Financial Planning Solutions LLC

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Rick Fingerman's Location

Newton, MA, US

Rick Fingerman's Work

Managing Partner @ Financial Planning Solutions LLC
Pro Bono Liaison to the Financial Coaching Program at Dana Farber Cancer Institute @ Dana-Farber Cancer Institute
Liaison at Dana Farber Cancer Institute @ Financial Planning Association (FPA)

President and CEO @ Financial Planning Solutions LLC
9 and 11 Pro Bono coordinator for MA @ Financial Planning Solutions, Inc.
Past President and Chairman @ Financial Planning Association (FPA)

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Rick Fingerman's Education

Boston University
Diploma in Financial Planning
1994 - 1995
Northeastern University
(Criminal Justice)
Northeastern University

Rick Fingerman's 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

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Rick Fingerman's Summary

Rick Fingerman, based in Newton, MA, US, is currently a Managing Partner at Financial Planning Solutions LLC, bringing experience from previous roles at Dana-Farber Cancer Institute, Financial Planning Association, Financial Planning Solutions, Inc. and Financial Planning Association of MA. Rick Fingerman holds a 1994 - 1995 Diploma in Financial Planning @ Boston University. With a robust skill set that includes 2013 recipient of the Boston Five Star Professional Wealth Manager Award, Leadership, Management, Wealth Management, Project Planning and more, Rick Fingerman contributes valuable insights to the industry. Rick Fingerman has 2 emails on RocketReach.