Rick is a managing partner and co-founder of Financial Planning Solutions, LLC, an independent 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 Funding 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.