Valley National News

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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.

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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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The Weekly Commentary - October 16, 2018
http://www.valleynationalgroup.com/weekly-commentary
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4 days ago  ·  

Senior Vice President Laurie Siebert, CPA, CFP®, AEP® video series revealing her five-step approach to crafting an estate plan. Step 1: Identify Your Goals ... See MoreSee Less

1 week ago  ·  

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