Valley National Group

News & Announcements

• 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.

• VNFA Wins 2019 Top Workplaces Award
  March 2019 - Valley National Financial Advisors has been awarded a Top Workplaces 2019 honor by The Morning Call.

• 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.

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”

• 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.

• VNFA CEO Featured in LVB “Behind the List” Interview
  Lehigh Valley Business selected VNFA for "Behind the List" in their October 8 issue. Accompanying the list of Asset Managers & Investment Brokerage Firms is an interview with our CEO, Matt Petrozelli.

• LV BUSINESS: Wealth Management Guide
  Timothy G. Roof, CFP^® Vice President at Valley National Financial Advisors offers insight in the Lehigh Valley Business Wealth Management Guide 2018.

• CEO Matt Petrozelli Among InvestmentNews 40 Under 40
  InvestmentNews selected our CEO, Matt Petrozelli, as one of its 2018 40 Under 40. investmentnews.com/40

• LV BUSINESS: “90 Ideas in 90 Minutes” with Matt Petrozelli
  Valley National CEO Matt Petrozelli was among the panel of presenters at the 2018 Lehigh Valley Business "90 Ideas in 90 Minutes" event. He spoke about leadership, change and financial health.

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