Joseph “Joe” Goldfeder, Vice President and Financial Planner, has been a trusted guide for clients navigating the complexities of financial planning for the past 20 years at VNFA. He provides creative solutions for individual and institutional clients, concentrating on retirement income planning, investment management, income tax planning, risk management, and estate planning. He is a Registered Representative with Valley National Investments, Inc., an Investment Adviser Representative with Valley National Advisers, Inc., and a licensed insurance agent.
Joe holds a Bachelor of Science in Business Administration from Bloomsburg University, where he learned that resilience, persistence, and learning from your mistakes are the stepping stones to success. He further solidified his commitment to continuous learning and excellence by obtaining the Certified Financial Planner (CFP®) designation.
“It is very rewarding knowing that you created a path for someone to achieve their goals. That feeling is what drives me to come into the office each day,” says Joe. He enjoys working with individuals and community organizations, striving to provide them with meaningful strategies that build a foundation for success. His work with clients is focused on a needs-based approach, ensuring that all aspects of their financial lives are addressed.
It is very rewarding knowing that you created a path for someone to achieve their goals. That feeling is what drives me to come into the office each day.
Joe is a native of the Lehigh Valley and resides in Northampton with his wife, Laura, and their three children, Norah, Colin, and Paige. In his free time, Joe enjoys mountain biking, hiking, and spending time with his family at their cabin. Joe is a past Board Member of Community Bike Works in Allentown, where he served as treasurer and chaired the Finance Committee.
Joe remains steadfast in his commitment to building lasting relationships based on trust and transparency, ensuring that each client receives the personalized attention and strategic insight they deserve. He understands that the firm’s client-first approach and core values will continue to guide him through the ever-evolving landscape of the financial planning industry.
Professional Certifications*
- B.S. — Business Administration — Bloomsburg University, Bloomsburg, PA
- Certified Financial Planner® (CFP®)
- Investment Adviser Representative, Valley National Advisers, Inc.
- Registered Representative, Valley National Investments, Inc.
- Licensed Insurance Agent (PA, NJ)
Affiliations* / Awards
- Community Bike Works, Former Treasurer & Member
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services.
*Please Note: Limitations. No membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services.
*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Valley National Advisers Inc. does not serve as an attorney, accountant, or insurance agent. Valley National Advisers Inc. does not prepare legal documents or tax returns, nor does it sell insurance products. Please Also Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Valley National Advisers Inc.) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.valleynationalgroup.com.