Roland Kljunich
President/CEO
Roland comes to work each day for one reason: to help his clients find financial confidence and Become Retirement Ready tm.
Using a diverse menu of investment strategies and insurance products, Roland guides individuals and families toward their ideal retirement. He believes building investor-advisor relationships is essential for planning the right path for each client. For Roland, it’s not about one product or one transaction; it is about the client’s future.
Roland is an Investment Adviser Representative with Roland Financial Wealth Management, LLC - a Registered Investment Advisor in Pennsylvania and has passed the Series 65 securities examination. He holds accident and health, life and annuity licenses in Pennsylvania, Ohio, North Carolina, South Carolina, Virginia and Florida.
Roland is regularly featured on Erie's WJET-TV an ABC Affiliate station, on "Your Money" news segments. He is author of the book “Magnetic Retirement”.
Having achieved the rank of Eagle Scout, Roland applies the work ethic and values learned to help investors transform their future.