Meet Our Advisory Team

I’ve known Rick for many years, long before he became our financial planner, and I can confidently say he and his team are phenomenal. Rick genuinely cares about his clients and consistently goes above and beyond to provide thoughtful, personalized guidance. In today’s world of automation and impersonal service, Rick’s approach is truly refreshing. He takes the time to listen, understand your goals, and make you feel supported every step of the way. I can’t say enough about how wonderful, knowledgeable, and caring Rick has been. I highly recommend Rick and his team to anyone looking for a financial planner who truly puts their clients first.

Highly Recommend Andrew!!! We have been working with Andrew for a few years now. He has been so extremely helpful in making sure we are set as a family with young kids. He has helped especially in managing our student loans and with being sure we are making good financial decisions now knowing we will be set up for our future, all while figuring out ways to keep living and enjoying our current life with more limited resources/extra expenses with little kids. He takes his time in listening to us, following up, and always keeps up with our ever changing life! Andrew is an invaluable resource and is always organized, available, and extremely responsive! I would highly recommend him to anyone!

Andrew, Rick and the entire team are attentive, knowledgeable, and very in tune with my financial needs. Highly recommend their services!

It is so comforting to have someone you both trust and like to manage your finances, and Rick is a gem. Have been working with him for 30 years, and recommend him to everyone.

I only wish I had found Rick Fingerman of Beacon Pointe Advisors years ago. For the first time, I truly feel that my financial future is in the right hands. Rick has guided me through financial planning with exceptional expertise, patience, and genuine care. He takes the time to understand what matters to me and always puts my best interests first. The greatest compliment I can give is that I trust Rick completely. I feel incredibly fortunate to have him as my advisor and recommend him without hesitation

We have worked with Rick since 2017, and he has become not only our reliable financial advisor but also a friend. He and his “people” are responsive, helpful and professional. I have referred friends to Rick, and they too have raved about him. Looking forward to many more years of financial stability with Rick.

Rick, Maggie, and their team really helped us through a very difficult time in our life. We will always be grateful for their guidance. Now with the addition of Beacon Pointe Advisors, we have the best of both worlds; the financial stability and offerings of a larger firm, with the personal attention and individual dealings only a smaller entity can offer. You can count on Rick, Maggie and the team to be there when you need them.

I highly recommend Beacon Pointe Advisors (formerly FPS). Rick Fingerman helped me in so many ways: through retirement, home purchase, account changes, life changes, investments, and financial planning. He knows his clients well and makes sure that every detail is attended to. The team works well together, and they consult each other if one has expertise in a certain area. I feel very secure knowing that my finances are handled by Rick.

Working with Rick and his team has been wonderful. They are knowledgeable, friendly, and most important trustworthy.

Highly recommend Beacon Pointe Advisors. Andrew was stellar throughout the entire process; he was incredibly informative and helped position us for a strong future.

I have been working with Rick Fingerman as my financial advisor since 1994. The excellence I received in financial planning allowed me to retire early and even though my pension isn’t as much as I wanted it to be, by having a solid financial plan working with Rick, I was able to retire comfortably.

I have known Rick Fingerman for more than 30 years. He gives great advice, is trustworthy and humorous. What really stands out is that he does pro bono work as well as specializes in working with women’s needs. I highly recommend him and everyone at Beacon Pointe.

I have been a client of Lyman Jackson from the beginning. His honesty, integrity and professionalism are beyond expectations. It has been a pleasure to be his client, and I very much value his advice, friendship and consideration.

My husband and I started with Rick over 30 years ago after our oldest daughter was born. We really had nothing but he developed a plan with us that had allowed us to send our kids to school debt free and now we are getting ready to retire. We have always felt like we have a plan. He’s always been honest and straightforward and accessible. Now our kids use his services. We highly recommend him.

Rick has been an adviser for us since I was diagnosed with a serious cancer in 2011. (He offered his services pro bono to cancer patients through a famous cancer clinic in Boston). Luckily, I have done well, and the financial advice from Rick and his team has helped us plan for the future, plow through debt, and prepare for retirement. He is conscientious and easy to work with. We recommend him wholeheartedly.

I have had excellent experience working with Rick and Maggie. I totally recommend their financial services.

We have worked with Lyman Jackson and his team for 24 years and they have helped us achieve the financial security which allowed us to retire early. We highly recommend their services.

I’ve worked with Rick Fingerman for over 15 years, and I trust his financial advice implicitly. He and his team are extremely responsive whenever I reach out with questions. No matter how basic my question, Rick and his team answer it quickly, respectfully, and thoroughly my experience has shown how valuable it is to work with a Certified Financial Planner!

I highly endorse Rick Fingerman and his team, without reservation. They made it possible for me to make an educated and prepared segue into my retirement. Their team combines a very personal, client-centered approach without compromising extraordinary professional financial planning strategies. They have my trust and respect, and I couldn’t be happier.

Lyman has what I believe is a sound investment strategy that balances risk and reward to yield good gains while minimizing risk. My wife’s and my portfolio have performed above our expectations year after year.

I met Rick many years ago when I won a contest for a free financial plan, then hired him 8 years later to help me navigate a divorce. Great listener, thoughtful, and tailors a plan to goals, while keeping it realistic. Rick takes a holistic approach and has become a trusted partner in helping me navigate the ups and downs of life and retirement.

Rick has been a wonderful resource over the years providing a wealth of knowledge and insight.