1100 13th Street, NW, Suite 1000Washington, DC 20005202.887.6400Toll-free: 800.544.0155
All Contents © 2020The Kiplinger Washington Editors
See All Authors »
Balanced Wealth Management, LLC
Rob has been in the financial services industry for 19 years. He began his career as an accountant at State Street Bank in Boston. In 1997 he joined Northwestern Mutual Life as a financial adviser where he was named New Financial Advisor of the Year and became a member of the Million Dollar Round Table. He is a 1996 graduate of Providence College with a degree in accounting. Rob served as Principal at Randall Financial Group in Providence from 2005 to 2015 and recently opened Balanced Wealth Management in East Greenwich, R.I.
Rob is a member of the Rhode Island and national chapters of the Financial Planning Association and the Rhode Island Estate Planning Council. Rob received the 5 Star Wealth Manager award in 2014. He was a regular guest for the past four years as the Financial Planning Pro on FOX Providence's The Money Pros. He continues to provide advice on 630 WPRO and ABC6 in Providence.
Better to stick to a well-devised investment plan than try to guess when investors' lucky streak is set to end.
See More From: Building Wealth
You have to know who you're working with, and how your money is being invested. Here's how to tell.
Hereâ€™s what I tell my clients to do at the start of each year. Consider it an eight-step plan for your financial well-being.