Rick Spillane, CFP®, CPA Spillane Financial Planning, Inc.

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About Rick Spillane, CFP®, CPA

I am passionate about helping Gen X professionals, entrepreneurs, executives, and business owners make smart financial decisions so they can live a better life.

My clients seek advice on a wide variety of issues, but generally share similar characteristics: they generate a good income, but struggle to increase their net worth; they tend to have too much debt and don’t know what to do about it; they want to develop good saving and investing habits; they want to use technology that gives them a comprehensive, real-time view of their finances; they want to invest in themselves, both personally and professionally; they want professional guidance and support; and they are more focused on enjoying their life than the traditional meaning of retirement.

We will have a collaborative working relationship because I understand that you want to be part of the financial planning process. We will have real discussions about money and together we will figure out how to put you back in charge of your finances and on the path to financial freedom. Gen Xers are largely ignored by financial advisors, and I’m here to correct that.

I grew up in Lexington, Massachusetts, earned my undergraduate degree in Finance from the University of South Florida in Tampa, Florida, and then moved to San Diego, California. I returned to Massachusetts in 1996 to become a partner in Spillane & Chandonnet (a local CPA firm). In 2004, I founded Spillane Financial Planning to better serve the financial planning needs of my clients. Over the years, I’ve gained valuable knowledge, experience and insight that will serve us well on our financial journey together.

I look forward to hearing from you.

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Ideal Clients

  • Business Owners
  • Entrepreneurs
  • Gen X
  • Technology Professionals

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $200+/mo
  • Hourly Fee: $175+/hr
  • AUM: 0.50%

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