Joseph F. Goldfeder, CFP®

Joseph F. Goldfeder, Assistant Vice President

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Professional Certifications / Registrations

  • BS – Marketing, Bloomsburg University, Bloomsburg, PA
  • Certified Financial PlannerTM (CFP®)
  • Investment Adviser Representative, Valley National Advisers, Inc.
  • Registered Representative, Valley National Investments, Inc.
  • Licensed Insurance Agent (PA, NJ)
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Get to Know Joe
Joe is a Certified Financial PlannerTM and Financial Advisor with Valley National Financial Advisors. He has been with the company since 2006. Joe provides individual financial advice and counseling on retirement planning, investment management, tax planning, insurance planning, and estate planning.  Joe is a Registered Representative with Valley National Investments, Inc., an Investment Adviser Representative with Valley National Advisers, Inc. and also a licensed insurance agent in the states of Pennsylvania and New Jersey.  Joe is also a volunteer instructor for Community Bike Works “Earn a Bike” program in Allentown. In his free time he enjoys playing rugby for the Lehigh Valley Rugby Club.

Joe works with clients and the community to help as many people as possible understand basic financial principals so they can have a foundation for success. His work with clients is focused on achieving goals, for retirement, paying down debt, tax planning and wealth management. “I like helping people,” he says. “And I practice – in my personal life – what I am telling people to do.” Joe has a commitment to ongoing education in order to maintain and expand his knowledge base so that he can be a reliable resource for his current and future clients.

Joe spends the bulk of his time with his clients and looks forward to growing the number of people he helps. Outside of the office he enjoys cycling and playing rugby for the Lehigh Valley Rugby Club. Joe is also a volunteer instructor for Community Bike Works “Earn a Bike” program in Allentown. The program teaches kids about bike mechanics and safety and allows them to work on refurbishing a bike that they then get to keep.

Joe’s Client Process
The first step in working with Joe is you asking questions to get to know him better. To that end, he makes time to meet with you at no charge to discuss what you are looking for and how he can help. An initial phone conversation will help him determine what documents he will suggest you bring along to your face-to-face introduction. Joe can be reached via e-mail or phone to REQUEST A MEETING

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