October 2019 – Valley National Financial Advisors welcomes Jonathan Ritter, CFP®, CPA as Financial Planning Associate. Jon is a Certified Financial PlannerTM Professional and a Certified Public Accountant with more than 10 years of experience.
Jon will work out of Valley National’s Bethlehem headquarters as part of a service team supporting clients of our ExecutiveEdgeTM financial advisors. He will review individual executive compensation packages and provide personal financial planning support for VNFA’s corporate client relationships.
“Jon will be an excellent resource for our VNFA clients,” said Matthew Petrozelli, Chief Executive Officer. “His knowledge of executive benefits and experience in financial planning is going to serve the team well.”
Jon holds his PA Life, Accident and Health license as well as Series 7 and Series 66 certifications. Jon is a graduate of Moravian College with a degree in Accounting and a minor in Economics.
When not working, Jon enjoys spending time with his wife Andrea and their daughter Hayley.