Robert Auclair, CFP®
Login to view DISC.Robert Auclair is the Principal of Balanced Wealth Management, a firm he founded in 2015. A Certified Financial Planner™ and Providence College graduate, he specializes in creating long-term asset management strategies for pre-retirees. He frequently shares his expertise on local NBC and CBS affiliates as the host of "Retire with Balance. "
Inspired by his father, a business professor who provided complimentary financial planning, Robert is passionate about community service. He is actively involved in youth sports as a basketball coach and dedicates time to mentoring student-athletes at Providence College and the University of Rhode Island on financial literacy.
His approach to finance is deeply influenced by his fathers community-focused ethos, prioritizing people and education over transactions.
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