Managing Director, Executive Retirement Plan Advisor
Bob Newton
CPFA™, QPA, QKA®

Experience: Started career in 1989 

Education: Bachelor’s Degree in Management Science from Nazareth College 

Bob supports our business clients out of our Rochester, New York office with their retirement plan fiduciary risks and needs as well as their employee educational needs. When Beltz Ianni & Associates became Modern Wealth Management in 2024, he was excited that his clients would have access to a fully-rounded and supported retirement planning program. 

Bob and his wife, Kathy, have one son and three grandsons. He enjoys golfing, fishing, gardening, floating in a pool with a drink in hand and spending time with family and friends. 

He’s very passionate about supporting charitable causes, especially pediatric cancer research. One of his grandsons has already battled leukemia twice. Many fundraisers and events at Golisano Children’s Hospital that Bob and his colleagues support are focused on leukemia research. 

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