Michael “Mike” Warch is a vital part of the team, serving on the senior leadership as Vice President / Financial Planner. Mike joined Valley National as a Senior Associate in 2018, bringing 6 years of experience as a financial advisor. Alongside his client-focused work, Mike is actively pursuing his Certified Financial Planner® designation, demonstrating his commitment to ongoing education and staying current with the ever-changing financial advisory services.
His approach to financial planning is deeply rooted in a “life-based” philosophy, where he explores essential questions such as “Where are you today?” and “Where would you like to be tomorrow?” With a sincere dedication to understanding his client’s aspirations and concerns, Mike emphasizes the importance of establishing a personal connection beyond just financial matters. “I have a genuine passion for getting to know clients not only on an advisory level but also on a personal level,” he affirms, recognizing the significance of building trust and understanding in guiding clients toward their financial goals.
I have a genuine passion for getting to know clients not only on an advisory level but also on a personal level
Mike lives in Allentown with his wife, Kelsey, their two sons, Brayden and Weston, and their Labrador, Colby. Mike’s wife, Kelsey, works for Lehigh Valley Health Network, and because of her career, their family is very involved with community healthcare. Mike also enjoys collaborating with different organizations to create a better future for future generations. In his free time, he enjoys golf and other sports, spending time with family, and traveling. “I have been as far East as St. Petersburg, Russia, and as far West as Sydney, Australia. I love meeting new people and learning to understand their cultures.”
Professional Certifications*
- BS – Finance & Accounting (Double Major) – Fairfield University, Fairfield, CT
- Investment Adviser Representative, Valley National Advisers, Inc.
- Registered Representative, Valley National Investments, Inc.
- Licensed Insurance Agent (PA)
Affiliations* / Awards
- Fairfield Alumni Association, Member
- Knights of Columbus Advisory Board (Fairfield University College Council), Past Treasurer
- Fairfield Investment Group, Past Board Member
- Lehigh Valley Business 2024 Forty Under 40***
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services.
*Please Note: Limitations. No membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services.
*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Valley National Advisers Inc. does not serve as an attorney, accountant, or insurance agent. Valley National Advisers Inc. does not prepare legal documents or tax returns, nor does it sell insurance products. Please Also Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Valley National Advisers Inc.) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.valleynationalgroup.com.
**Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm. ANY QUESTIONS: Valley National Advisers Inc.’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking. Please Also Note: Certain Awards/Rankings are of a prior date. During subsequent years, Valley National Advisers, Inc. (or the referenced professional) either didn’t apply or did apply but was not selected (see corresponding selection criteria/methodology).
LVB 40 under 40