July 2018 –Valley National Financial Advisors is pleased to announce the promotion of Joseph F. Goldfeder, CFP® to Vice President. Joe is a Financial Advisor working out of the firm’s Bethlehem headquarters.
Joe is a Certified Financial Planner™ professional, Investment Adviser Representative with Valley National Advisers, Inc., Registered Representative with Valley National Investments, Inc., and Licensed Insurance Agent in Pennsylvania and New Jersey. Joe has been part of the Valley National team for 12 years.
“Joe is the kind of financial advisor you don’t find every day. His knowledge, experience and passion provide a uniquely beneficial relationship for his clients,” says Matthew Petrozelli, Chief Executive Officer. “He has and will continue to be a key component to our success as a team.”
As a Financial Advisor, Joe provides creative solutions for individual and institutional clients, concentrating on retirement income planning, investment management, income tax planning, risk management, and estate planning.
Joe is a native of the Lehigh Valley, graduated of Bloomsburg University and presently resides in Northampton with his wife and two children. In his personal time, Joe enjoys outdoor sports. Joe also volunteers his time as a Board Member for Community Bikes Works in Allentown, and member of the Finance Committee.
Joe Goldfeder can be reached at email@example.com or 610-868-9000 x112.