Valley National Group

News & Announcements

• Valley National CPA Receives PICPA Young Leader Award
  September 25, 2018 - Congratulations to our Assistant Vice President, Finance & Accounting Elizabeth Wilson, CPA! She was honored yesterday by the Pennsylvania Institute of CPAs (PICPA) with a 2018 Young Leader Award.

• Valley National Hires Entry-Level Associate
  September 2018 – Valley National Financial Advisors welcomes Simone Sanvito as the firm’s newest Associate. Simone graduated from Hofstra University in Long Island with a Bachelor of Business Administration as a double major in Finance & Accounting.

• Introducing the Valley National Client Access App
  Your Valley National eVault Client Portal? There’s an APP for that!

• Financial Advisor Joseph Goldfeder Promoted to Vice President
  July 2018 –Valley National Financial Advisors is pleased to announce the promotion of Joseph F. Goldfeder, CFP^® to Vice President. Joe is a Financial Advisor working out of the firm’s Bethlehem headquarters.

• Controller Promoted to AVP; Associate Becomes Junior Accountant
  June 2018 – Valley National Financial Advisors promoted Elizabeth Kostelnick, CPA to the position of Assistant Vice President, Finance & Accounting. Brinda Vyas has taken on a new position as Junior Accountant, working under the supervision of Kostelnick on internal corporate control functions, in addition to working with clients on tax planning and preparation.

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”

More Valley National Radio
“Your Financial Choices – Conversational Radio for Your Financial Life” is hosted by Laurie Siebert, CPA, CFP^®, AEP^®  – yourfinancialchoices.com

Valley National Video

  VIMEO |    YOU TUBE |   More Valley National Video

• 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
  

Our Team “In the News”

• VNFA CEO Featured in LVB “Behind the List” Interview
  Lehigh Valley Business selected VNFA for "Behind the List" in their October 8 issue. Accompanying the list of Asset Managers & Investment Brokerage Firms is an interview with our CEO, Matt Petrozelli.

• LV BUSINESS: Wealth Management Guide
  Timothy G. Roof, CFP^® Vice President at Valley National Financial Advisors offers insight in the Lehigh Valley Business Wealth Management Guide 2018.

• CEO Matt Petrozelli Among InvestmentNews 40 Under 40
  InvestmentNews selected our CEO, Matt Petrozelli, as one of its 2018 40 Under 40. investmentnews.com/40

• LV BUSINESS: “90 Ideas in 90 Minutes” with Matt Petrozelli
  Valley National CEO Matt Petrozelli was among the panel of presenters at the 2018 Lehigh Valley Business "90 Ideas in 90 Minutes" event. He spoke about leadership, change and financial health.

• Tax Reform Guide Features VNFA’s Laurie Siebert
  Pennsylvania CPA Journal published a Bonus Edition 2018 featuring an article by Laurie A. Siebert, CPA, CFP^®, AEP^® and Senior Vice President - Tax Reform's Effect on Charitable Giving.

Social Media Recent Posts