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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 advisor 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, Rhode Island.
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. Rob was 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. Rob's combines his financial knowledge base with his unique ability to match client's emotions and goals to their balance sheet.
Rob lives with his wife and three children in North Kingstown, RI. In his free time, he enjoys playing and coaching basketball, golfing, and spending time with his family.
Better to stick to a well-devised investment plan than try to guess when investors' lucky streak is set to end.
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