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
“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.”
AdviceOne has done a great job working with us to create a retirement plan. They asked lots of questions to ensure they understood our goals. We were very impressed on how hands-on they were as we were filling out the final retirement forms from UTC. We look forward to our quarterly meetings to review our financial plan and help assure that we are on track. They are very patient and always keep the client’s needs as their top priority.
Shawn Gale
Retired Executive, UTRC Law, RTRC
My wife and I have been clients of AdviceOne since 2014 and have been extremely pleased with the relationship and their retirement planning advice as well as their managed portfolio performance. I know I have a solid plan and do not worry about the markets and know my wife would be in good hands if something happened to me.
They understand the intricacies of the legacy UTC companies benefits for both executive and non-executive employees. Their guidance on deferred compensation, ESOP/NUA strategy, SARs, RSUs & PSUs timing and doing Roth conversions each year convinced me I could retire early at 61, live very comfortably, and also be able to leave a legacy.
Gary Christman
Retired, Carrier
AdviceOne guided my wife and me through our retirement planning process to achieve our retirement income goals. The advisors are deeply knowledgeable about UTC/RTX employee savings plan options and how to maximize said plans prior to retirement. We never regretted our decision to enable AdviceOne to manage our retirement funds.
Mike Ehrlich
Pratt & Whitney
Testimonials are by clients of AdviceOne Advisory Services, LLC, which has not provided any direct or indirect compensation for them.
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