August 2017 –Valley National Financial Advisors is pleased to announce the promotion of Timothy G. Roof, CFP® to Vice President. Tim is a Financial Advisor working out of the firm’s Bethlehem headquarters.
Tim is a Certified Financial Planner™ professional, Investment Adviser Representative with Valley National Advisers, Inc., and Registered Representative with Valley National Investments, Inc. He is also a Licensed Insurance Agent in Pennsylvania, New Jersey and Florida. Tim has been part of the Valley National team for 14 years.
“Tim’s professional success is a result of his commitment to his clients,” says Matthew Petrozelli, Executive Vice President & COO. “Tim is driven by a sincere desire to help people. That mentality coupled with his wealth of knowledge and experience is what makes Tim a great Financial Advisor.”
Tim’s focus is on comprehensive financial planning, including retirement plans, investment management, risk management, and tax planning and return preparation. He assists individuals and families in planning for long-term goals and navigating through their financial options. At Valley National, Tim is part of the Valley National Financial Advisors Investment Committee, and he serves as a team leader and mentor.
Outside of work, Tim, his wife and their two children enjoy time together in the great outdoors. He is a Board Member for the Slate Belt USBC Bowlers Association and volunteers as a mentor and coach at Blue Valley Lanes.