Rick Fine, MBA, CFP®, RMA®
Partner, Managing Director

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Rick is a Partner and Managing Director in the Beacon Pointe Waltham, MA office, dedicated to helping individuals and families achieve their financial goals through comprehensive financial planning and investment management. He brings deep knowledge in financial modeling, retirement planning, and insurance, and works closely with clients to organize their personal finances and design strategies tailored to their unique needs.

Prior to his career in financial planning, Rick spent 17 years in the financial software industry in engineering, product management, and business development. His growing interest in investing led him to pursue a career change, earning his MBA from Babson College and completing Boston University’s financial planning certificate program before becoming a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. Rick joined Sensible Financial Planning, which was acquired by Beacon Pointe in 2025, as the firm’s first employee and was promoted to Principal in 2017. Rick holds a bachelor’s degree in computer science and leverages his analytical background to bring precision and attention to detail to the financial planning process. Outside of the office, Rick enjoys traveling for photography, exploring the outdoors, and spending time with his family.