Valley National News

Posted on November 6, 2018 by The Weekly Commentary

We are pleased to welcome Christopher Popp, CPA, MST to the team as Senior Tax Accountant.

Chris is one of 10 licensed tax professionals at Valley National (8 CPAs and 2 EAs). He will work out of Valley National’s Bethlehem headquarters as part of the tax services team, preparing and reviewing returns as well as assisting clients with tax strategies and financial planning.

Chris is a Certified Public Accountant (CPA) with more than 25 years of experience. He has a bachelor’s degree in Accounting from Rutgers University and a master’s in Taxation from Seton Hall University. Chris is also a Pennsylvania licensed life insurance producer.

“Our one-stop service model allows clients to have the peace of mind that their financial goals are being managed by one trusted team and Chris is an excellent addition to that team,” said Matthew Petrozelli, Chief Executive Officer. “His knowledge about tax and accounting will be valuable for clients not only during tax preparation season but also year-round in planning for long-term goals.”

Chris resides in Wind Gap. He enjoys family time with his three daughters, reading, golf, soccer and gymnastics.

Chris can be reached at cpopp@valleynationalgroup.com or at 610-868-9000 x 115

Valley National Financial Advisors, and its family of companies, has been in the Lehigh Valley since 1985. The company is independent and locally owned. As a respected and trusted organization, our relationships with many clients and their families transcend generations. We have the expertise to provide clients with financial strategies to effectively manage their existing assets and to provide for the eventual transfer of their wealth.

Our one-stop service model includes: Financial Planning – Investment Management – Estate Planning – Retirement Planning – Education Planning – Tax Planning & Preparation – Insurance Planning – Trust Services, offered as a Trust Representative Office of National Advisors Trust Company, FSB – ExecutiveEdgeTM, Personal Financial Planning for Corporate Leaders. Our services are provided by a team of objective professionals and managed by one contact person – your personal financial advisor.

Valley National Financial Advisors is proud home of the Lehigh Valley’s most CFP® – Certified Financial Planner Professionals^TM. Among other honors, Valley National has been voted Best Financial Planner in the Lehigh Valley seven times by the readers of Lehigh Valley Magazine, and ranked among FA Magazine’s Top RIAs and AdvisorOne’s Top Wealth Managers.

For more than years, our firm has been devoted to helping our clients to achieve their hopes, dreams and aspirations. This requires a delicate balance between the science of financial planning and the art of understanding the feelings and emotions of our clients and their families.

Meet Our Team of Experienced, Highly Educated Professionals

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