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

Profile Photo
Tom Riddle
Founder, Chairman, Owner & President
Profile Photo
Matthew Petrozelli
Chief Executive Officer
RY
Rod Young
Co-Founder & Chief Executive Officer at KeyVantage Wealth Advisors
Profile Photo
Donna Young
Vice President, Client Services and Designated Principal

You Might Like

LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc