JP Resident Rick Fine Goes from Intern to Shareholder

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Rick Fine, MBA, RMA®, CFP® – Senior Financial Advisor (pictured, center)

Rick Fine is miles from where he thought he’d be now, and he likes it.

Rick Fine, MBA, RMA®, CFP® – Senior Financial Advisor

Fine graduated from the University of Colorado with a degree in computer science and worked for many years on the engineering side of the software industry.

After a taste of the business side of software development and an MBA from Babson College, Fine decided to make a change. He always enjoyed doing his own investing, so he enrolled in Boston University’s financial planning certificate program and subsequently received his CFP® certification. At the same time, Rick Miller, founder of Sensible Financial Planning and Management in Waltham, MA, was searching for someone to join his team of one. Miller hired Fine as a part-time intern. It didn’t take long for Miller to see that Fine’s high standards and scrupulous attention to detail were a perfect fit for the financial services world.

Now, 14 years later, Sensible Financial has named Fine, a Jamaica Plain resident, a shareholder/member in the LLC. The announcement is exciting for both parties. For Miller, it means enhanced continuity for Sensible Financial and its clients. For Fine, it means he has an even bigger stake in the company and its future. It also means the families he works with can count on him as a part of their long-term plans. He will continue to provide thorough, clear-headed advice to his clients while remaining committed to Sensible Financial’s mission and ideals.

The main reason Fine enjoys coming to work every day are the values Sensible Financial embodies.

“Sensible Financial is a fiduciary financial planning and investment firm and that’s important to me. It means our clients can trust that we’re giving them fair, impartial counsel and we’re responsible for working in their best interest. It sets the bar higher and I like that,” said Fine. “I firmly believe in the firm’s mission to provide quality, unbiased financial advice at a fair price. I have a deep commitment to help my clients achieve their financial goals.”

If you asked Fine 20 years ago to predict where he’d be now, he may not have guessed that he’d own a part of a successful investment firm that helps individuals and families plan their financial futures. His path wasn’t a direct one, but his hard work, determination, and exacting standards earned him this important new role.