Timothy G. Roof, CFP®

Timothy G. Roof, Assistant Vice President

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Professional Certifications / Registrations

  • BS – Management and Marketing, Pennsylvania State University, University Park, PA
  • Certified Financial PlannerTM (CFP®)
  • Investment Adviser Representative, Valley National Advisers, Inc.
  • Registered Representative, Valley National Investments, Inc.
  • Licensed Insurance Agent (PA, NJ, FL)
Industry Affiliations / Awards & Recognitions

  • Board Member, Slate Belt USBC Bowlers Association
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Get to Know Tim
Tim is a Certified Financial Planner™ and Financial Advisor. He works with his clients on strategies for retirement planning needs, investment management, tax planning, insurance planning, and estate planning. Tim also serves on Valley National’s Investment Committee,  providing experienced, in-depth financial analysis to determine appropriate investment opportunities for clients. In this capacity, Tim is responsible for monitoring investment allocation models and securities, such as individual equities, mutual funds, and exchange traded funds. Tim, his wife and two children reside in Bushkill Township in Nazareth. In his personal time, Tim enjoys spending time with his family and getting involved in community activities.

Tim loves working with people, and adding value to their lives. “I am open and honest about what you need,” says Tim. “I want to find out what’s going on and how we can get you in a better position.” He has worked at Valley National Financial Advisors for more than 10 years and is devoted to continually advancing his knowledge and experience for the benefit of his clients.

As a member of the Valley National Financial Advisors Investment Committee, Tim performs in-depth portfolio analytics to provide wealth management solutions designed to meet his clients’ goals. Much of his work with clients has been in retirement planning, investments, tax planning, income tax preparation and risk management (life, health, disability and long-term care). “I talk about everything with my clients,” he says. “That’s the only way to find out what you don’t know.”

Tim is a family man and his focus outside of work is on his wife and two children. He recently moved from the Pocono Mountains to Bushkill Township in Nazareth and he looks forward to getting involved in community activities with his family and well as opportunities to volunteer as a career mentor. In his personal time, Tim enjoys camping, hiking, mountain biking, playing golf and bowling. He is a volunteer junior bowling coach at Blue Valley Lanes.

Tim’s Client Process
Phone or e-mail contact are the best ways to reach out to Tim He will invite you to an in-person meeting to ensure a mutual beneficial relationship and fact-find to discover the goals you wish to accomplish. There is no obligation and no charge for this initial get-to-know-you meeting. REQUEST A MEETING

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