VNFA Hires Financial Planning Associate to Join ExecutiveEdge

Posted on October 8, 2019 by The Weekly Commentary

October 2019 – Valley National Financial Advisors welcomes Jonathan Ritter, CFP^®, CPA as Financial Planning Associate. Jon is a Certified Financial Planner^TM Professional and a Certified Public Accountant with more than 10 years of experience.

Jon will work out of Valley National’s Bethlehem headquarters as part of a service team supporting clients of our ExecutiveEdge^TM financial advisors. He will review individual executive compensation packages and provide personal financial planning support for VNFA’s corporate client relationships.

“Jon will be an excellent resource for our VNFA clients,” said Matthew Petrozelli, Chief Executive Officer. “His knowledge of executive benefits and experience in financial planning is going to serve the team well.”

Jon holds his PA Life, Accident and Health license as well as Series 7 and Series 66 certifications. Jon is a graduate of Moravian College with a degree in Accounting and a minor in Economics.

When not working, Jon enjoys spending time with his wife Andrea and their daughter Hayley.

Jon can be reached at jritter@valleynationalgroup.com or at 610-868-9000 x 114.

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.

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