Personal Notes

Posted on December 30, 2013 by The Weekly Commentary

I take great pleasure in announcing 2 employees were
notified last Friday they passed the Certified Financial Planner examination – Joe Goldfeder and Tim Roof. Only a
select group of financial planners have met the rigorous requirements necessary
to call themselves CERTIFIED FINANCIAL PLANNER™ professionals.

The CFP examination is a challenge that tests in the
following wide range of topics:

·
General
Principles of Finance and Financial Planning

·
Insurance
Planning

·
Employee
Benefits Planning

·
Investment
and Securities Planning

·
State
and Federal Income Tax Planning

·
Estate
Tax, Gift Tax, and Transfer Tax Planning

·
Asset
Protection Planning

·
Retirement
Planning

·
Estate
Planning

·
Financial
planning and consulting

Joe and Tim are the 3rd and 4th
Valley National employees to pass the CFP exam in 2013. Earlier in 2013, Frank Stettner CPA and Lou
Mammana also passed the exam. Valley
National now employees 9 who have passed the CFP exam, the highest number of
CFP’s of any financial planning firm in the Lehigh Valley.

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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