Valley National News

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News & Announcements

  • VNFA Named to 2019 Financial Times 300 Top RIAs
    Valley National Financial Advisors is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.

  • VNFA Wins People’s Choice Award
    Our team is honored to be the recipient of the People’s Choice Award from the Volunteer Center’s 10th Volunteer Challenge with our partners at Paxinosa Elementary and Mission Plant Company. Our Just Press Pause project for teachers was the favorite of attendees at last night’s celebration.

  • VNFA Creates “Just Press Pause” Room for Teachers
    Today we revealed our Just Press Pause room to the teaching staff at Paxinosa Elementary. The renovation was our VNFA team’s Volunteer Challenge project.

  • 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.

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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,   –

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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