Rick Fingerman Email & Phone Number
Partner, Managing Director @ Beacon Pointe
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Rick Fingerman Location
- Newton, MA, US
Rick Fingerman Work
- 2025 -now Partner, Managing Director @
- 2008 -now Pro Bono Liaison to the Financial Coaching Program at Dana Farber Cancer Institute @
- 2008 -now Liaison at Dana Farber Cancer Institute @
- 2013 -2026 Managing Partner @
- 1989 -2013 President and CEO @ Financial Planning Solutions, Inc.
- 2001 -2007 9 and 11 Pro Bono coordinator for MA @ Financial Planning Association of MA
- 2002 -2004 Past President and Chairman @
Rick Fingerman Education
- Boston University
Diploma in Financial Planning
1994-1995 - Northeastern University
Rick Fingerman 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
- Investment Advisory
- Retirement Planning
- Wealth
- Women in Transition
- Public Speaking
- Pre Divorce Planning
- Investment Strategies
- Personal Finance
- Widows
- Post Divorce Planning
- Strategic Planning
- Asset Protection
- Certified Financial Planner
- Finance
- Training
- Wealth Management Services
- Sales
- Marketing
- Financial Services
- Investment Management
Rick Fingerman Summary
- Rick Fingerman, based in Newton, MA, US, is currently a Partner, Managing Director at Beacon Pointe. Rick Fingerman brings experience from previous roles at Dana-Farber Cancer Institute, Financial Planning Association, Financial Planning Solutions LLC and Financial Planning Solutions, Inc.. 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 has 4 emails and 2 mobile phone numbers on RocketReach.
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