Timothy G. Roof, CFP®

Timothy G. Roof, 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

  • Investment Committee, United Way of the Greater Lehigh Valley
  • Slate Belt USBC Bowlers Association, Board Member
  • USBC Certified Bronze Level Coach
  • PennState Alumni Association, Member
  • PennState Lehigh Valley Alumni Association, Member
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Get to Know Tim

Tim is a Certified Financial Planner™ professional, Investment Adviser Representative with Valley National Advisers, Inc., and Registered Representative with Valley National Investments, Inc. He is also a Licensed Insurance Agent in Pennsylvania, New Jersey and Florida.

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.”

Tim assists clients with comprehensive financial planning, including retirement plans, investment management, risk management, and tax planning and return preparation. He believes that working with individuals and families on long-term planning and navigating financial options requires a relationship based on mutual respect and understanding.

“I make it a priority to understand each person’s goals, aspirations and personalities so that I can customize planning strategies,” he says. “I talk about everything with my clients. I know them well and they know me well, and that creates a level of trust that I feel is vital when considering financial decisions.”

In addition to his role as Financial Advisor, Tim serves as a team leader and mentor at Valley National. He is also part of the Valley National Financial Advisors Investment Committee – providing experienced, in-depth financial analysis to determine appropriate investment opportunities for clients.

Outside of work, Tim, his wife and their two children enjoy time together in the great outdoors. Tim enjoys camping, hiking, mountain biking, playing golf and bowling. He is a Board Member for the Slate Belt USBC Bowlers Association and volunteers as a mentor and coach at Blue Valley Lanes. Tim also serves on the Investment Committee for the United Way of the Greater Lehigh Valley.

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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