What's in a name?
Where did the name Balanced Wealth Management come from?
My father was a business professor at Providence College from 1968-2002. I have so many memories of my dad preparing tax returns, retirement plans and education plans for clients. He was so motivated to help people; I can remember many times he would be up after midnight preparing long green spreadsheets to explain to clients how they could achieve their goals. It was rare he ever charged for his service (he did have a full time job), but he enjoyed so much to see people get it! Clients would ask him when they received a refund: What should I do with my $1000 refund Bob? He would assess their goals and then formulate his answer. "$300 to retirement, $300 to education, $100 to savings and $300 for the household project." His answers always consisted of priorities, resources and feelings.
When I brought the name balanced to the marketing firm that I hired they came back to me with many synonyms' that were sleek, pretentious, etc. My dad was a simple man who wanted to help people, and the way he helped them was with balanced solutions. I realize my job as a financial planner rewards me with compensation, but it is truly in my blood to help people discover their goals, understand their choices and achieve favorable results.
ROB AUCLAIR, CFP® is a 1996 graduate from Providence college with a degree in accountancy. Rob spent one year in Boston as a bond accountant with State Street Bank. In 1998, Rob joined Northwestern Mutual where he received new representative of the year along with reaching MDRT (million dollar round table) status. In 2005, Rob merged with Randall Financial Group to bring financial planning and investment strategies to the forefront of his practice. In 2006, Rob helped lead Randall Financial Group's purchase of King Tax Planning in Uxbridge, Massachusetts. The practice prepared over 500 returns annually along with integrating financial planning and investment planning with tax clients.
In 2015, Rob opened up Balanced Wealth Management where he integrates technology, investment planning, financial planning, with the psychology of motivating people to reach their life and financial goals. Rob was featured for four years on Fox Providence's Money Pros as the financial planning pro. In addition, he has been heard on WPRO, along with several appearances on Providence's ABC-6. He continues to be a resource for local media in regards to investments and financial planning.
DR. LIU WANG, Ph.D., CFA, CAIA is Associate Professor of Finance at Providence College. She received her PhD in Finance from Old Dominion University and MS in Economics (with Honors) from University of Essex. She holds both CFA (Chartered Financial Analyst) and CAIA (Chartered Alternative Investment Analyst) charters and is a SAS Certified Programmer. Dr. Wang teaches undergraduate and graduate courses in various subjects, including investments, portfolio management, equity analysis, managerial finance, and entrepreneurial finance. Her primary research focus is on equity investments, corporate finance, and emerging markets. Dr. Wang is an author of eleven published papers and a reviewer for seven leading academic journals. She has spoken at dozens of events and conferences around the world. Her research and dedication to the profession have been recognized not only locally but also internationally, including the Research Excellence Award from Providence College, the Best Reviewer Award presented by the Academy of International Business, and the "Merton H. Miller" Distinguished PhD Research Seminar Tutor awarded by the European Financial Management Association. In 2015, Dr. Wang was honored to be the first academic professional to receive the CFA Society Providence Fletcher Bowl Award, which is given to one person each year who can best predict the market trend.