Our team celebrated our VP of Finance & Tax Services last week as she was honored as the Rising Star at the Lehigh Valley Business CFO of the Year Awards. Elizabeth Wilson, CPA was recognized along with seven other financial professionals from non-profit and for-profit businesses at a breakfast ceremony Sept. 11.
Our Head of Investments, Connor Darrell, CFA was included among the “Lehigh Valley experts” commenting on how investors can protect their investments during market volatility.
Connor’s advice: “Have an emergency reserve. We typically recommend keeping about six months of routine living expenses in a money market or savings account, even during times of prosperity. This can help to manage any disruptions to cash flow that may come about from a period of economic weakness.” READ THE FULL ARTICLE
We’re Hiring! Our team is seeking an experienced full-time Financial Planner to work with our ExecutiveEdgeTM Financial Advisors. This non-administrative position requires an understanding of executive benefits to support our high-profile corporate client relationships. READ MORE / APPLY ONLINE
Our VNFA team is “gearing up” for another Community Bike Works SPIN-A-THON fundraiser. Teams of 4-8 riders will raise a minimum of $1,000 and tag-team cycle for 3 hours at LVHN Fitness on September 28. Learn more about the cause and how to participate or lend support at Community Bike Works’ crowdrise web page.
VOTE FOR US? VNFA is one of the nominees for the 2019 Lehigh Valley Business Reader Rankings Award in the category of Wealth Management. If you feel we are worthy, click here to vote. Plus, check out all the other worthy LV businesses in each category.
Our HR Director, Ashley Santiago
has earned her SHRM-CP. This professional distinction, given by the Society of
Human Resources Management, requires an existing level of education and
experience, the completion of an intensive course and exam covering knowledge-
and competency-based questions.
Did you know that every year Valley
National Financial Advisors is ranked by Financial Advisor Magazine? We are
proud to be continually growing and improving in step with the top firms in our
industry across the U.S. So, what does it mean to be an RIA (Registered
Investment Advisor)? Learn more about the fiduciary standards at https://www.findyourindependentadvisor.com/