December 2018 – We are pleased to announce that Jessica Goedtel, Associate Financial Advisors at Valley National Financial Advisors, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the certification marks CFP®, Certified Financial Planner™ and CFP (with flame design)® in accordance with CFP Board certification and renewal requirements.
The marks mentioned above, identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
Jessica joined Valley National Financial Advisors in May 2016 as Associate. The following year she was promoted to Senior Associate, and in 2018 was given the title of Associate Financial Advisor. She helps clients with comprehensive financial planning, including tax, insurance and benefits for corporate executives. In her free time, Jessica enjoys running and biking on the Saucon Rail Trail near her home in Hellertown. She is an active volunteer in the community supporting a variety of causes and organizations.
Jessica is one of nine Certified Financial Planner™ Professionals on the team at Valley National Financial Advisors – the most 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 and currently carries assets of more than $1 billion, including those under management. The company is independent and locally owned. As a respected and trusted organization, their relationships with many clients and their families transcend generations. They have the expertise to provide clients with financial strategies, including the use of trusts, to effectively manage their existing assets and to provide for the eventual transfer of their wealth.
Jessica can be reached at firstname.lastname@example.org or 610-868-9000 x127.