Rob founded Balanced Wealth Management (BWM) in 2015, where he serves as principal/managing partner and integrates investment planning, financial planning, and technology with the psychology of motivating people to reach their life and financial goals. Prior to BWM, Rob was with Randall Financial Group, where he led the financial planning and investment practice and helped to orchestrate Randall’s purchase of King Tax Planning of Uxbridge, Massachusetts. Rob served as a bond accountant with State Street Bank and worked for Northwestern Mutual, where he received New Representative of the Year honors and achieved Million Dollar Round Table (MDRT) status.
A 1996 graduate of Providence College, with a degree in accountancy, Rob is a Certified Financial Planner™ (CFP®).
Rob was featured for four years on WNAC-64 Television’s (Fox affiliate) Money Pros program as the financial planning pro. He also provided expert commentary on WPRO-AM 630 radio and WLNE-TV 6 (ABC affiliate), among other news outlets. Rob continues to be a resource for local media regarding investments and financial planning. He currently hosts Successful Living, which airs on Fox Providence television on Sunday morning at 10:30 am, and co-hosts Retire with Balance at 11:30 pm Saturday evenings following the local news on channel 12 WPRI/CBS. He is also actively involved in his local community and is a volunteer youth basketball coach.