CoverProfile

Michael Ippoliti

Vice President, Financial Advisor, Wealth Manager and Financial Planner

Valley National Financial Advisors

United States, Pennsylvania, Bethlehem

About Me

I am a Financial Advisor and Certified Financial Planner™ professional specializing in life-based financial planning, with over 30 years of experience in financial analysis and consultation. Valley National Financial Advisors, established in 1985, is an independent full range provider of financial management services.

Profile Information

Vice President, Financial Advisor, Wealth Manager and Financial Planner

Valley National Financial Advisors

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Bethlehem

Pennsylvania

United States

Jan 12, 2025

More profiles to browse

JG
Joseph Goldfeder
Vice President
Profile Photo
Laurie Siebert
Senior Vice President
Profile Photo
Matthew Petrozelli
Chief Executive Officer
TR
Timothy Roof
Vice President

You Might Like

TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
BH
Bob Helmer
President Emeritus
Baldwin Wallace University