Valley National News

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News & Announcements

  • 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.

  • Senior Tax Accountant Joins Valley National Financial Advisors
    October 2018 - Valley National Financial Advisors welcomes Christopher Popp, CPA, MST to the team as Senior Tax Accountant.

  • Valley National’s First CFA Promoted to Assistant Vice President
    October 2018 - We are pleased to announce that our Head of Invesments, Connor Darrell, has obtained his Chartered Financial Analyst® (CFA) designation, and has been promoted to Assistant Vice President.

  • 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.

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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”

More Valley National Radio
“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

Our Team “In the News”

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Due to the winter weather our offices will be closing at noon for the remainder of the day. ... See MoreSee Less

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Associate Financial Advisor Jessica Goedtel, CFP® provides a tour of the new 1040 and its associated forms. ... See MoreSee Less

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The Weekly Commentary - February 19, 2019
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