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”

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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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Congratulations and thank you to Donna Young. Our Assistant Vice President of Client Services celebrated 30 years with Valley National Financial Advisors. She has and will continue to be a positive force in our mission to help clients make the right financial choices allowing them to pursue and achieve their lifelong goals and dreams. ... See MoreSee Less

6 days ago  ·  

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Connor Darrell CFA, Head of Investments, shares Valley National Financial Advisors' review of the fourth quarter, and a first quarter outlook for 2019. READ MORE at valleynationalgroup.com/Q42018 ... See MoreSee Less

7 days ago  ·  

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