VNFA NEWS

Posted on February 4, 2020 by The Weekly Commentary

Meet our tax season interns!
They will be assisting our tax preparation team with document intake and digital set up as well as support on special projects.

All four students were selected for VNFA’s tax season internship program, which is in its sixth year. The program is designed to provide real-world experience for individuals interested in a career that may include tax planning. Tax interns are exposed to and participate in every part of the process, working alongside seasoned CPAs and financial planners in a professional office environment.

Jose is a senior at DeSales where he is a member of the Accounting/Finance Club. Last year, he completed an accounting summer internship at Victaulic.

Shane is a senior at Kutztown where he is also minoring in Information Technology. His internship experience includes Wenz Tax & Financial Services and Central Susquehanna Opportunities.

Jack is a junior at Muhlenberg and is working on the final stages of becoming a Certified Public Accountant (CPA). He balances his studies with on the Muhlenberg football team.

Jeffrey is a junior at Lehigh where his accounting major is focused on an information technology track. Last year, he completed an accounting internship with Historic Bethlehem Museums and Sites.

#TeamVNFA In the News
Financial Advisor Mike Ippoliti, MBA, CFP was featured in a special FISCAL supplement of the Express Times on Sunday – 10 great ways to maximize your long-term wealth.

Our Head of Investments, Connor Darrell CFA, was featured in a Lehigh Valley Business article last week about AI in the financial industry.

“It’s changing the role that an analyst or portfolio manager might have and takes away what might have been a time-consuming task, Darrell said. “I think it augments the process, just having more information at your fingertips. It gives us more tools to choose from.” READ MORE at lvb.com

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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