New Jersey Office Update
As many of our clients already know, Senior Vice President Frank Stettner, CPA, CFP® and his team based in Valley National’s New Jersey office spend time in both our Phillipsburg location and our Bethlehem headquarters. Moving forward they will be scheduling regular weekly hours at both locations for consistency and the convenience of our clients. If you would like to have a meeting at our Phillipsburg location, please schedule in advance with your service team as the office will be closed to walk-in visitors on Tuesdays & Thursdays, and Wednesday mornings. Calls and other correspondence will be automatically re-routed to our Bethlehem office on those days during office hours.
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.
Simone will work out of Valley National’s Bethlehem office where he will be completing exams required in the financial services industry while learning about the business and assisting with important projects.
“Simone completed two summer internships with us, so he is already familiar with our team and some of our processes,” says Matthew Petrozelli, CEO. “During his time with us, he demonstrated the talent, passion and dedication that our client-first culture requires.”
Originally from Arcore, Italy, Simone came to the United States in 2011 as a high school exchange student and later moved to Long Island, New York to attend Hofstra University. Having visited the Lehigh Valley frequently in recent years, Simone chose to relocate and establish his career in Bethlehem.
He is currently pursuing a Certified Public Accountant (CPA) certification and is also interested in a CFP® (Certified Financial Planner™) designation in the future.
Outside of work and education, Simone’s passion for the past 10 years has been playing the drums. He is also a soccer fan and his favorite team is A.C. Milan.
Simone Sanvito can be reached at firstname.lastname@example.org or 610-868-9000 x132.
This month, VNFA marks nine years of “Your Financial Choices” on WDIY. The first broadcast of the radio program hosted by our own Laurie Siebert on 88.1 FM was September 30, 2009.
As an underwriter of WDIY, Valley National is pleased to continue to support public radio and contribute to the education and enrichment of our Lehigh Valley community.
Thank you to Laurie for coming to us live every Wednesday evening (6-7PM) with fresh insights and conversation. Thank you to all the staff and volunteers at WDIY who produce and promote the show. And, of course, thank you to all the radio and online listeners, and podcast subscribers!
In observance of the Labor Day holiday, our offices will be closed on Monday, September 4. The remainder of the week will operate at normal business hours. All of us at Valley National wish you a safe and enjoyable weekend.
We are so pleased to share that our team has been voted Best Financial Planner by the readers of Lehigh Valley Magazine for the seventh time – 2010, 2011, 2012, 2013, 2014, 2017, 2018!
Thank you for your continued confidence in our services and for letting others know about the value we bring to our clients and community.
Your Valley National eVault Client Portal? There’s an APP for that!
Introducing the Valley National Client Access APP available for free download on Apple and Android devices. The APP allows you to access and view your eVault Client Portal with the same login you have been using on your computer.
APP ACCESS DETAILS
- Devices must have at least iOS 10.0 or Android 6.0 operating systems.
- Search Valley National Client Access in the App Store or Google Play Store.
- Click the icon after download to open the login screen.
We have created an accompanying video tour explaining the basic functions and features. WATCH THE VIDEO HERE.
If you do not have a personal portal set up, please inquire with your service team.
We are pleased to be participating again in the Community Bike Works second annual Spin-a-Thon!
Our team is ready to take on the competition to support bike mentoring programs. The event will be on Saturday, September 22 at Lehigh Valley Health Network Fitness in Allentown. Until then, we are joining in the fundraising effort.
We invite you to learn more about this unique event on the crowdrise website and, of course, the programs it supports at communitybikeworks.org.
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.
Joe is a Certified Financial Planner™ professional, Investment Adviser Representative with Valley National Advisers, Inc., Registered Representative with Valley National Investments, Inc., and Licensed Insurance Agent in Pennsylvania and New Jersey. Joe has been part of the Valley National team for 12 years. READ MORE
In case you missed it, the July 11 “Your Financial Choices” radio show featured three professionals from our team!
Senior Vice President Laurie Siebert, CPA, CFP®, AEP® welcomed Vice President Tim Roof, CFP and Head of Investments Connor Darrell, to the show to discuss Market Commentary.
You can listen to the recording anytime at yourfinancialchoices.com.
We Are Hiring! Our team is looking for an experienced CPA to lead our tax team as Director of Tax Services. Please review and share the job posting on our website at valleynationalgroup.com/join-our-team.