VNFA NEWS

Posted on December 14, 2021 by The Weekly Commentary

Vice President at Valley National Financial Advisors Announces Retirement

Michael Ippoliti, MBA, CFP^®

After 18 years as a Financial Advisor at Valley National Financial Advisors, Michael Ippoliti, MBA, CFP^® will retire at the end of 2021.

Mike became a financial professional as a second act after a successful 30-year corporate career with management positions in engineering, accounting, and planning. Inspired to make a significant impact on people’s lives, Mike chose the path of financial planning. In addition to his degree in Engineering, Mike learned Personal Financial Planning from Moravian College, earned an MBA with a concentration in finance from Lehigh University, and is a Certified Financial Planning Professional^TM. In 2003, he joined the team at VNFA and has been helping our clients make financial choices with a holistic approach ever since.

“It has been a joy for me to do this work and to form the relationships I have with my clients and community,” Mike says of his time at the company.

Michael Warch and Michael Ippoliti, MBA, CFP®

Michael Warch, an experienced Financial Advisor recruited to join VNFA in 2018, will continue to serve the client relationships Mike has been responsible for over the years. “I have spent the past three years preparing Mike Warch to carry on my work and take over as Financial Advisor for the clients I have served. My wife and children are among them, so I can say with confidence that those clients are being left in good hands with Mike and the team at VNFA. Mike’s 10 years of experience and the depth of this independent organization are and will continue to be a valuable support for their families, and mine.”

Mike looks forward to continuing to spend time with his wife serving in the community and enjoying travel and outdoor adventures.

All of us at VNFA will miss having him on the team, and we wish him all the best living in retirement.

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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