VNFA NEWS

Posted on October 15, 2019 by The Weekly Commentary

We are pleased to announce the promotion of Jessica Goedtel, CFP^® to the position of Assistant Vice President / Financial Advisor.

Jessica has been part of our team since 2016 helping clients with comprehensive financial planning, including tax, insurance and corporate benefits. She joined VNFA with several years of experience in the financial services industry and has continued developed her skills through our firm’s Entry Level Professional (ELP) program. The ELP program is specifically designed to prepare the next generation of financial advisors at VNFA with key skills and knowledge.

“Jessica received her Certified Financial Planner^TM Professional designation in 2018 and has completed all levels of our firm’s ELP development standards,” says CEO Matthew Petrozelli. “She has been and will continue to be a valuable part of our professional advisory team in this new capacity as a full-time financial advisor.”

Jessica can be reached at jgoedtel@valleynationalgroup.com or 610-868-9000 x127. Get to know Jessica.

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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