Rick Fingerman, CFP®, CDFA®, CCPS®, CBDA, is a seasoned financial professional currently serving as Managing Partner at Financial Planning Solutions LLC, specializing in financial planning and investment advice for individuals, families, and small businesses in Massachusetts. Since September 2008, Rick has also been a Pro Bono Liaison to the Financial Coaching Program at Dana-Farber Cancer Institute, providing pro bono financial coaching to cancer patients. Involvement with the Financial Planning Association includes coordinating pro bono programs and serving as Past President and Chairman of the Massachusetts chapter. Rick's extensive career in financial planning began at Financial Planning Solutions, Inc., where leadership was exhibited as President and CEO from 1989 to 2013. Rick holds a Diploma in Financial Planning from Boston University and has contributed to various initiatives, including support for 9/11 victims and their families.
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