Michael A. Ippoliti, MBA, CFP®

Michael A. Ippoliti, Vice President

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Professional Certifications / Registrations

  • Certified Financial PlannerTM (CFP®)
  • Personal Financial Planning – Moravian College, Bethlehem, PA
  • Registered Life Planner – Life-Kinder Life Planning Institute, Littleton, MA
  • BS – Engineering – Pennsylvania State University, University Park, PA
  • MBA – Finance – Lehigh University, Bethlehem, PA
  • Investment Adviser Representative
    Valley National Advisers, Inc.
  • Registered Representative
    Valley National Investments, Inc.
Industry Affiliations / Awards & Recognitions

  • Past member – United Way of the Greater Lehigh Valley Board of directors, executive committee, investment committee
  • Past chairman of the United Way Community Impact Council
  • Past board member of Leadership Lehigh Valley (LLV) and a LLV graduate.
  • Past advisory board member Notre Dame High School
  • Investment advisory board for Bethlehem Knights of Columbus.
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Get to Know Mike

Michael is a Certified Financial PlannerTM professional with over 30 years of experience in financial analysis and planning. He is a member of the Financial Planning Association, the Estate Planning Council of Lehigh Valley, the Kinder Life Planning Institute, and holistic Life-based Financial Planning is emphasized in his practice. Michael’s financial planning process is comprehensive but easily understood. It starts by defining: Where You Are Now, Where You Want To Be, then constructing a plan… How to Get There. He is a long-time member of Valley National’s investment committee, which is responsible for strategic and tactical asset allocation, and investment selection. He holds an MBA with a concentration in finance from Lehigh University, Personal Financial Planning from Moravian College, and BS in Engineering from Penn State. He is an active community volunteer with over 12 years of service to the United Way of the Greater Lehigh Valley including past member of the Board of Directors, executive committee, investment committee, and past chairman of the Community Impact Council; a prior member of the Leadership Lehigh Valley (LLV) Board of Directors and a LLV graduate. Michael currently serves on the investment advisory board for Bethlehem Knights of Columbus.

Mike has lived in Bethlehem his entire adult life and has been an active volunteer with non-profits …his way of giving back to the community. Following a great career in the corporate world with a Fortune 500 company, Mike decided to make a major career change. Inspired by his wife’s role as a teacher, he decided to focus on a career where he could make a significant impact on people’s lives.

Mike joined Valley National Financial Advisors in 2003, and has developed a true passion for helping people find solutions to achieve their important life goals.  He employs life-based financial planning, dealing with all aspects of his clients’ lives. As a member of Valley National Financial Advisors’ Investment Committee, Mike is acutely aware of the need for tax efficiency in investing.

His specialty is creating customized, tax efficient, holistic plans for people in the accumulation phase of pre-retirement and those in the distribution phase of retirement.  Mike credits his previous broad and varied corporate experience in engineering, accounting, marketing, and planning, for his ability to distill and simplify all of the complex facets of financial planning.

“What I most enjoy about my role is helping clients understand financial topics so that they make sense as well as helping them make good financial decisions.  Each client is unique.  We work as a team to identify and prioritize their life goals and put the pieces of the puzzle together so they have a clear vision of their life in the future.  The key is to make their money work for them so it adds joy and meaning to their lives.  The financial planning process that I employ makes them feel more secure about their future”.

“I have a continuous improvement philosophy in everything I do and a passion for helping others. I view my role with clients as a ministry or vocation, and I will do it as long as I’m physically able to assist others in achieving their life goals.”

In his spare time Mike relishes the outdoors – hiking, biking and gardening. Both he and his wife are active cyclists during the months of May to September. They have biked most of the trails along the Lehigh and Delaware rivers, Eastern Pennsylvania rail trails, as well as areas in Germany, Austria and Switzerland.

Mike’s Client Process
Contact Mike at our Bethlehem office to set up an initial meeting to talk about your goals and needs. This meeting is meant to help Mike better understand your perspective in your own words and get the whole picture of where you are now and where you want to be. There is no charge for this time to see if Mike is the right advisor for you.  REQUEST A MEETING

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