Valley National Group

News & Announcements

• Jessica Goedtel, CFP® Promoted to Assistant Vice President
  October 2019 - We are pleased to announce the promotion of Jessica Goedtel, CFP^® to the position of Assistant Vice President / Financial Advisor.

• VNFA Hires Financial Planning Associate to Join ExecutiveEdge
  October 2019 - Valley National Financial Advisors welcomes Jonathan Ritter, CFP^®, CPA as Financial Planning Associate. Jon is a Certified Financial Planner^TM Professional and a Certified Public Accountant with more than 10 years of experience.

• VNFA Announces Executive Management Promotions
  Valley National Financial Advisors (VNFA) promoted two members of its executive management team. Elizabeth Wilson, CPA was promoted to Vice President, Finance & Tax Services, and Judianne Harris was promoted to Chief Marketing Officer (CMO). Both continue to report directly to the CEO.

• VNFA Promotes Three Associates
  Valley National Financial Advisors (VNFA) promoted both Ryan Mulhearn, CIMA^® and Michael Warch to Associate Financial Advisor, and Nico Wolfgang was promoted to Senior Associate.

• 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.

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”

• CNBC: VNFA Advisor Featured in Two Money Management Articles
  Our own Jessica Goedtel, CFP^® was interviewed by CNBC for an article about balancing student loan debt and retirement savings, and another about sticking to a budget.

• FPA: Advisor Featured in Next Gen Industry Publication
  The Financial Planning Association (FPA) published a column by our Associate Financial Advisor Jessica Goedtel, CFP^® in their Next Generation Planner publication. The topic: Get the Most Out of Industry Conferences.

• VNFA’s Elizabeth Wilson Named LVB CFO Rising Star
  Elizabeth Wilson, CPA, VP of Finance & Tax Services at Valley National Financial Advisors (VNFA) has been selected as the Rising Star Award recipient by Lehigh Valley Business as part of the 2019 CFO of the Year Awards.

• LV BUSINESS: CEO Interviewed About Financial Wellness
  CEO Matthew Petrozelli was interviewed in a Lehigh Valley Business article abut financial wellness.

• FORBES: “Succession Planning: It’s a Marathon Not a Sprint”
  Matthew Petrozelli, Executive Vice President and Chief Operating Officer was published once again on Forbes.com as a contributor of the Forbes Finance Council.

Social Media Recent Posts