Laurie Siebert, Cpa, Cfp®, Aep® Email & Phone Number

I am a Certified Public Accountant, Certified Financial Planner™ professional, Accredited Estate Planner, Registered Representative, Independent Adviser Representative, and Senior Vice President of Valley National Financial Advisors. I provide tailored, personal financial and tax planning services to individuals and families locally and throughout the U.S. Clients and other professionals benefit from my strong background in estate planning including estate tax, gift tax, PA Inheritance tax, and fiduciary income tax preparation and planning. My experience allows me to see missed tax planning opportunities in fiduciary work that others with less familiarity may miss. At Valley National, there is a true team approach where I work with a dedicated investment advisor for wealth management clients. The overlay of tax planning coupled with financial planning and investment management broadens the planning opportunities for clients. Clients have the advantage of the eyes and ears of two experienced investment specialists and a deep bench of professionals. Just as important as professional credentials, I care. I am interested in your concerns and will work tirelessly to solve your problems. After 30 years working in accounting and finance, the fun part of this job is getting to know people. I put all my emotions into my work. I make an investment in people. It is important for me to be part of people’s lives. I am delighted to call many of my clients friends and take pride in working with multiple generations of many families. At the end of the day, my passion is providing value. I want clients to see value in coordinating the elements of their finances to potentially increase the success of meeting their financial goals. I will be available, responsive, and proactive in client’s financial decision process. Prospective clients may speak with me at no charge to consider the value of working together.Every Wednesday evening, you can listen to my live, call-in, radio show, Your Financial Choices on WDIY 88.1 FM (a local NPR member station). With a conversational approach, I hope to educate listeners in honing their financial acumen to proactively participate in their own financial choices. In addition, I contribute periodic articles for news publications, serve as a media resource and previously served as Personal Financial Planning Column coordinator for the PICPA’s CPA Journal. I take my fiduciary responsibility to clients seriously with ongoing education to keep up to date on ever changing laws and regulations.

Listed skills include Strategic Financial Planning, Retirement Planning, Wealth Management, Estate Planning, and 4 others.