Rob Larochelle
Financial Planner & Wealth Management Advisor at Baystate Financial
- Role
- Financial Planner & Investment Advisor at Baystate Financial
- Location
- Portland, ME, US
- LinkedIn followers
- 500 followers
About Rob Larochelle
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.Let’s face it, life comes at you fast. Getting married, having a child, buying a home, starting a new job or small business, retiring, or as chilling as it may be, losing a partner or loved one. You may be able to plan for some aspects of life, while other aspects are going to happen whether you are prepared for it or not. With some strategic direction, you and your spouse can be prepared for the unexpected.They say life doesn\'t give you anything you can\'t handle. But that doesn\'t mean you have to handle it alone. These days, I believe that it\'s more important than ever to make sure you have a financial professional by your side; someone who can help evaluate your needs, assess the current economic landscape and recommend a plan of action that will help protect your family\'s wealth, lifestyle and dreams for the future. Let\'s get started - there\'s no better time than now.I am licensed to sell insurance in ME and NH. I am licensed to sell securities in: ME, NH, MA. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC Supervisory address: 1 Marina Park Drive, 16th Floor, Boston, MA 02••••••••00
Experience
Financial Planner & Investment Advisor
Aug 2018 — Present · Falmouth, ME, US
Preparing for that next step in life isn\'t always easy. My combination of experience and professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you\'re simply looking for life, disability income, or long term care insurance protection, I offer you a new level of attention, insight and capability. Contact me to discuss your financial future.
Education
Bryant University
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
2004 — 2008
Southern New Hampshire University
Master of Business Administration (MBA), Project Management
2014 — 2017
Skills
- Earned Value Management
- Government Contracting
- Forecasting
- Microsoft Excel
- Proposal Writing
- Financial Analysis
- Process Improvement
- Analysis
- Program Management
- Government Procurement
- Variance Analysis
- Customer Service
- Microsoft Office
- Project Management
- Management
- Strategic Planning
- Business Analysis
- Business Process Improvement
- Lean Six Sigma
- Facilitation
- Business Strategy
- Financial Modeling
- Financial Planning
- Consulting
- Small Business Consulting
- Finance
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