Rick is a managing partner and co-founder of Financial Planning Solutions, LLC, an independent fee-only financial planning and registered investment advisory firm located in Newton, MA. Rick specializes in financial issues specific to women and women in transition. Whether you have lost a spouse, or are in the beginning or final stages of divorce, his compassionate process will help ensure your financial success. Having a clear understanding of your finances will bring you peace of mind and a sense of empowerment. Contemplating retirement or just wondering how to best pay for college? As a Certified Financial Planner™ practitioner, a Certified Divorce Financial Analyst™, as well as a Certified College Planning Specialist™ and Certified Mutual Fund Specialist™, Rick can be a valuable resource.
Working at FPS inspires me because: Working as a Certified Financial Planner™ practitioner allows me to be a part of my client's lives in a helpful and valuable way, day in and day out. Whether it is advising someone in the midst of a divorce or comforting a recent widow, being there for my clients and their financial future provides me with a tremendous amount of satisfaction.
When I’m not at FPS you can find me: Going on a hike, reading, hanging out with family, cooking, or fixing something. I also oversee a pro bono program at Dana Farber Cancer Institute that provides financial coaching to patients that need help navigating the various financial complexities and stress a cancer diagnosis brings.
Most people don’t know: That I have performed stand-up comedy. I had the pleasure and honor of working with some pretty famous comics and recently had the opportunity to dip my toe back into the comedy scene by doing a set at a fund raising event at Dana Farber to raise money for the patient assistance fund.
If I could spend one day with one person, past or present, it would be: I would love to spend the day with my dad who has been gone for over 35 years. I have so many questions that I would ask him now as an adult.