Modern Wealth Management
Roland Salmi, MBA, AIF®, CPFA®, is a dedicated Retirement Plan Advisor at Modern Wealth Management since April 2025, with a robust background in retirement planning and financial advisory roles across multiple organizations. Previously, Roland served as a Retirement Account Executive at Lawley and held Associate Analyst positions at OneDigital and Westminster Consulting, LLC. Roland began a career in finance as a Financial Advisor at Morgan Stanley and gained valuable experience in counseling at Glove House, Inc. Additional roles include a Graduate Assistant at St. Bonaventure University, where contributions included research critique and course development, and an Accounting Intern managing endowment funds. Educational credentials include an MBA from St. Bonaventure University and degrees in Psychology and Business Administration from Elmira College.
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