Rob Auclair

CFP®
Personal Finance, Retirement, Investing
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  • East Greenwich, RI
  • 401-398-2000
  • www.balancedwealth.com/
“With over 17 years of experience in the finance industry, Robert Auclair is dedicated to creating and maintaining wealth for his clients through long term effective asset management. ”
Firm:

Balanced Wealth Management

Job Title:

Principal

Biography:

Rob Auclair is a 1996 graduate from Providence college with a degree in accountancy. Rob spent one year in Boston as a bond accountant with State Street Bank. In 1998, Rob joined Northwestern Mutual where he received new representative of the year along with reaching MDRT (million dollar round table) status. In 2005, Rob merged with Randall Financial Group to bring financial planning and investment strategies to the forefront of his practice. In 2006, Rob helped lead Randall Financial Group's purchase of King Tax Planning in Uxbridge, Massachusetts. The practice prepared over 500 returns annually along with integrating financial planning and investment planning with tax clients.

In 2015, Rob opened up Balanced Wealth Management where he integrates technology, investment planning, financial planning, with the psychology of motivating people to reach their life and financial goals. Rob specializes in portfolio management, 401K Fiduciary Fund Management, Individual Financial Plans, Tax and Investment Integration Planning. He is committed to building client relationships based on trust, competent professional advice, continual communication and prompt personal service. As with all successful professionals, he believes that a good financial plan is the foundation for long term financial success.

Rob was featured for four years on Fox Providence's Money Pros as the financial planning pro. In addition, he has been heard on WPRO, along with several appearances on Providence's ABC-6. He continues to be a resource for local media in regards to investments and financial planning.

Education:

BS, Accountancy, Providence College

CRD Number:

2999541

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