Meet Rob Berlinski


Rob began his career at AdviceOne in 2014 in the Advisor-in-Training program while also becoming a Subject Matter Expert on the Wealth Management team. After spending time in many departments including Systems Management, Operations Development, Hiring, Accounting and Compliance, he has shifted his professional focus back to the personalized client experience.

He graduated from Roger Williams University in 2014 with a B.S. in Finance and a minor in Mathematics. While in school, Rob was a member of the Center for Advanced Financial Education and an eventual Associate Director of the program, where he won two national championships for portfolio management.

Through his tenure at AdviceOne he realized that his passion is to directly impact clients by building long-term relationships where he can help navigate the complexities of the ever-evolving financial world. There truly is no better feeling than seeing a family realize their financial and personal goals to live out their dreams.

While not at work or with family, he is likely outdoors going on a long hike with his fiancée, Olivia, and their pit-mix Cooper, playing basketball, golfing, mountain biking or snowboarding.

Fun facts about Rob

  • Was a member and associate director of the Center for Advanced Financial Education at Roger Williams University
  • Won two national championships for portfolio management
  • Enjoys sports and hiking

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“I can come in to work with a smile on my face because of the culture that we built here at AdviceOne. Since my first day, I've seen that we care about our clients more than anything in the world. It’s also obvious that we care equally about each and every one of our team members.”

Testimonials are by clients of AdviceOne Advisory Services, LLC, which has not provided any direct or indirect compensation for them.

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