Rob Auclair, CFP® (@robcfp) / X

Rob Auclair, CFP®

1,260 posts

Rob Auclair, CFP®

@robcfp

Balancing Today’s Needs with Tomorrow’s Goals. Financial advisory firm serving pre-retirees and beyond.

East Greenwich, RI

Joined September 2015

Pinned
Rob Auclair, CFP®
@robcfp
Oct 11, 2025
🌅 Missed us this morning? Tune in 𝐓𝐎𝐌𝐎𝐑𝐑𝐎𝐖 for Retire With Balance! Join Rob Auclair and the Balanced Wealth team for smart strategies to build a confident, well-balanced retirement. These are our 𝐧𝐞𝐰 weekly times — 𝐝𝐨𝐧’𝐭 𝐦𝐢𝐬𝐬 𝐢𝐭! #RetireWithBalance
Rob Auclair, CFP®
@robcfp
May 8
New episodes being made!
Rob Auclair, CFP®
@robcfp
Apr 1
Passover has a way of bringing you back to what really matters. Sitting around the table. Talking, laughing, sometimes going off script a little. Those are the moments that stick. Chag Sameach, from all of us at Balanced Wealth Management
Rob Auclair, CFP®
@robcfp
Mar 26
At Balanced Wealth Management, we believe retirement planning should feel clear, intentional, and aligned with the life you want to live. We invite you to join us for our upcoming Retirement Masterclass - reserve your seat here: lnkd.in/eXW3fntT or scan below.
Rob Auclair, CFP®
@robcfp
Mar 20
🌸 Happy Spring! 🌼 As everything around us starts fresh, it’s the perfect time to do a little spring cleaning, not just at home, but with your finances too. 🧹 Dust off your retirement plan 📊 Review your investments 🎯 Revisit your goal 🌐 Visit us at balancedwealth.com

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