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Joseph Goldfeder, Cfp® Email & Phone Number

Vice President at Valley National Financial Advisors
Location: Bethlehem, Pennsylvania, United States 3 work roles 2 schools
1 work email found @valleynationalgroup.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@valleynationalgroup.com
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Current company
Valley National Financial Advisors
Role
Vice President
Location
Bethlehem, Pennsylvania, United States
Company size
31 employees

Who is Joseph Goldfeder, Cfp®? Overview

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Quick answer

Joseph Goldfeder, Cfp® is listed as Vice President at Valley National Financial Advisors, a with 31 employees, based in Bethlehem, Pennsylvania, United States. AeroLeads shows a work email signal at valleynationalgroup.com and a matched LinkedIn profile for Joseph Goldfeder, Cfp®.

Joseph Goldfeder, Cfp® previously worked as Assistant Vice President at Valley National Financial Advisors and Associate Financial Advisor at Valley National Financial Advisors. Joseph Goldfeder, Cfp® holds Certified Financial Planner™ from The American College Of Financial Services.

Company email context

Email format at Valley National Financial Advisors

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*@valleynationalgroup.com
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AeroLeads found 1 current-domain work email signal for Joseph Goldfeder, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Joseph Goldfeder, Cfp®

Joe is a CERTIFIED FINANCIAL PLANNER™ with Valley National Financial Advisors. With more than a decade of experience in the financial services industry, Joe provides creative solutions for individual and institutional clients, concentrating on retirement income planning, investment management, income tax planning, risk management, and estate planning. Joe is a Registered Representative with Valley National Investments, Inc., an Investment Adviser Representative with Valley National Advisers, Inc. and also a licensed insurance agent in the states of Pennsylvania and New Jersey.

Listed skills include Financial Planning, Retirement Planning, Portfolio Management, Insurance, and 7 others.

Current workplace

Joseph Goldfeder, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Valley National Financial Advisors
Valley National Financial Advisors
Vice President
bethlehem, pennsylvania, united states
Website
valleynationalgroup.com
Employees
31
AeroLeads page
Company profile
View company profile Email format
3 roles

Joseph Goldfeder, Cfp® work experience

A career timeline built from the work history available for this profile.

Assistant Vice President

Valley National Financial Advisors

1655 Valley Center Parkway, Suite 100 Bethlehem, Pa 18017

• Provides individual financial advice and counseling on retirement planning, investment management, tax planning, insurance planning, and estate planning.• Prepares over 140 individual and small business income tax returns.• Supports and manages ongoing client relationships ensuring clients are progressing toward their unique financial goals.• Develops customized solutions through a comprehensive approach that takes into account each client's unique circumstances and aspirations for all areas of their financial well being.• Responsible for the daily monitoring, compliance reporting, and participant educational needs of multiple institutional 401(k) and profit sharing plans.

Jan 2014 - Jul 2018

Associate Financial Advisor

Valley National Financial Advisors

1655 Valley Center Parkway, Suite 100 Bethlehem, Pa 18017

• Developed new business and individual client relationships across all company service offerings.• Provided support on a senior advisor's team to administrate the onboarding process and educational needs of new client relationships.• Handled daily incoming client service calls, placed securities transactions, processed withdrawal requests, and answered questions on investment performance as related to each situation.• Recorded all new client demographic information into internal client management system.• Assisted in the daily process to maintain current financial records for investment performance reporting.

May 2006 - Dec 2013
Team & coworkers

Colleagues at Valley National Financial Advisors

Other employees you can reach at valleynationalgroup.com. View company contacts for 31 employees →

CP Christopher Popp Christopher Popp Colleague at Valley National Financial AdvisorsEmmaus, Pennsylvania, United States View → TR Timothy Roof, Cfp® Timothy Roof, Cfp® Colleague at Valley National Financial AdvisorsBethlehem, Pennsylvania, United States View → MW Michael Warch Michael Warch Colleague at Valley National Financial AdvisorsAllentown, Pennsylvania, United States View → SK Stefany Keiser-Allen Stefany Keiser-Allen Colleague at Valley National Financial AdvisorsBethlehem, Pennsylvania, United States View → MP Matthew Petrozelli Matthew Petrozelli Colleague at Valley National Financial AdvisorsBethlehem, Pennsylvania, United States View → TR Tim Richmond Tim Richmond Colleague at Valley National Financial AdvisorsWhitehall, Pennsylvania, United States View → FA Fatima Alba Fatima Alba Colleague at Valley National Financial AdvisorsAllentown, Pennsylvania, United States View → CS Chris Storck Chris Storck Colleague at Valley National Financial AdvisorsBethlehem, Pennsylvania, United States View → MW Michael W. Roper, Cpa Michael W. Roper, Cpa Colleague at Valley National Financial AdvisorsJohnstown, Pennsylvania, United States View → RM Roxie Munoz Roxie Munoz Colleague at Valley National Financial AdvisorsBethlehem, Pennsylvania, United States View →
2 education records

Joseph Goldfeder, Cfp® education

FAQ

Frequently asked questions about Joseph Goldfeder, Cfp®

Quick answers generated from the profile data available on this page.

What company does Joseph Goldfeder, Cfp® work for?

Joseph Goldfeder, Cfp® works for Valley National Financial Advisors.

What is Joseph Goldfeder, Cfp®'s role at Valley National Financial Advisors?

Joseph Goldfeder, Cfp® is listed as Vice President at Valley National Financial Advisors.

What is Joseph Goldfeder, Cfp®'s email address?

AeroLeads has found 1 work email signal at @valleynationalgroup.com for Joseph Goldfeder, Cfp® at Valley National Financial Advisors.

Where is Joseph Goldfeder, Cfp® based?

Joseph Goldfeder, Cfp® is based in Bethlehem, Pennsylvania, United States while working with Valley National Financial Advisors.

What companies has Joseph Goldfeder, Cfp® worked for?

Joseph Goldfeder, Cfp® has worked for Valley National Financial Advisors.

Who are Joseph Goldfeder, Cfp®'s colleagues at Valley National Financial Advisors?

Joseph Goldfeder, Cfp®'s colleagues at Valley National Financial Advisors include Christopher Popp, Timothy Roof, Cfp®, Michael Warch, Stefany Keiser-Allen, and Matthew Petrozelli.

How can I contact Joseph Goldfeder, Cfp®?

You can use AeroLeads to view verified contact signals for Joseph Goldfeder, Cfp® at Valley National Financial Advisors, including work email, phone, and LinkedIn data when available.

What schools did Joseph Goldfeder, Cfp® attend?

Joseph Goldfeder, Cfp® holds Certified Financial Planner™ from The American College Of Financial Services.

What skills is Joseph Goldfeder, Cfp® known for?

Joseph Goldfeder, Cfp® is listed with skills including Financial Planning, Retirement Planning, Portfolio Management, Insurance, Estate Planning, Trust Services, Pension Plans, and Education Planning.

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