Bio Robert N. Auclair, CFP

See All Authors »

Robert N. Auclair, CFP®

Principal, Balanced Wealth Management, LLC

Phone: 401.398.2000

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.

Latest Features

Building Wealth
September 2016

Is It Time to Get Out of the Stock Market?

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

Building Wealth
May 2016

Trust but Verify with Your Financial Adviser

You have to know who you're working with, and how your money is being invested. Here's how to tell.

See More From: Building Wealth

Building Wealth
January 2016

Getting Off On the Right Financial Foot for 2016

Here’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.

See More From: Building Wealth