Valley National News

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News & Announcements

  • New Operations Associate Joins VNFA
    April 2019 - Valley National Financial Advisors welcomes Vance Szabo to the full-time position of Operations Associate, managing wealth management fee billing as part of the back-office operations team based in Bethlehem.

  • Mae Gerhart Earns CPA Designation at Valley National
    April 2019 - We are pleased to announce that Mae Gerhart, Tax Accountant / Financial Planning Professional, has earned her Certified Public Accountant (CPA) designation and has been issued her license by the Pennsylvania State Board of Accountancy.

  • VNFA Wins 2019 Top Workplaces Award
    March 2019 - Valley National Financial Advisors has been awarded a Top Workplaces 2019 honor by The Morning Call.

  • VNFA Hires New Senior Associate
    January 2019 - Valley National Financial Advisors welcomes Eric Cedor to the team as Senior Associate.

  • Jessica Goedtel Earns CFP® Designation at VNFA
    December 2018 - We are pleased to announce that Jessica Goedtel, Associate Financial Advisors at Valley National Financial Advisors, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the certification marks CFP®, Certified Financial Planner™ and CFP (with flame design)® in accordance with CFP Board certification and renewal requirements.

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Valley National Radio

  • Market Commentary
    Laurie Siebert, CPA, CFP®, AEP® welcomes Timothy G. Roof, CFP®, Vice President and Connor Darrell, Head of Investments, from Valley National Financial Advisors to discuss: “Market Commentary”

  • Market Review & Outlook
    Laurie Siebert, CPA, CFP®, AEP® and her guests, Timothy G. Roof, CFP® and Connor Darrell from Valley National Financial Advisors discuss: “2017 Market Review and 2018 Outlook”

  • The Language of Investments
    Laurie Siebert, CPA, CFP®, AEP®  and her guest Timothy G. Roof, CFP® from Valley National Financial Advisors discuss: “The Language of Investments”

  • Risk Management Discussion
    Laurie Siebert, CPA, CFP®, AEP® and her guest, Roxie Muñoz, CLU®, FLMI, Assistant Vice President of Insurance Services at Valley National Financial Advisors, discuss: “Taking care of your loved ones through risk management”

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“Your Financial Choices – Conversational Radio for Your Financial Life” is hosted by Laurie Siebert,   – yourfinancialchoices.com


Valley National Video

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  • Founder Thomas M. Riddle talks about the firm’s mission, history and future.
  • Our CEO Matt Petrozelli at LV Business 90 Ideas in 90 Minutes

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Vice President Jaclyn Cornelius, EA, CFP®, offers some insights and options Pennsylvania taxpayers may want to know about 529 plan contributions and deductions. ... See MoreSee Less

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Our offices will be open at 9 a.m. today – Tuesday, April 16! ... See MoreSee Less

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The Weekly Commentary - April 16, 2019
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