Robert N. Auclair,  CFP<sup>&reg;</sup> - Financial Advisor

Robert N. Auclair, CFP®

Principal

Balanced Wealth Management

378 Main St, Ste 105
East Greenwich, RI 02818
FINANCIAL ADVISOR'S WEBSITE
(401) 398-2000

General

Robert Auclair is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Balanced Wealth Management in East Greenwich, RI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Fixed annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Estate Planning, Investment Management, Mutual Funds, Retirement, Sudden Wealth

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