Thomas M. Riddle,  CFP<sup>&reg;</sup> - Financial Advisor

Thomas M. Riddle, CFP®

CPA,

President

Valley National Group

1655 Valley Center Pkwy, Ste 100
Bethlehem, PA 18017
(610) 868-9000 X 107

General

Thomas Riddle is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Valley National Group in Bethlehem, PA and the surrounding communities.

Financial Advisor Overview

My firm works within a planning structure that has as its single goal to enable people and organizations to meet their long-term financial objectives. Each financial recommendation is based on personal interviews, data gathering, document review and a thorough understanding of the client's objectives.

We are an independent firm, locally owned and operated, who prides ourselves in the integrity and professionalism we show to our clients. My firm has the expertise in the products and services that are the foundation for financial success in today's world. This expertise provides our clients with strategies to effectively manage their existing assets and to provide for the eventual transfer of wealth.

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Financial Advisor Experience

I was the first CPA in the Lehigh Valley to become a Certified Financial Planner. With over 20 years of financial planning experience, I have witnessed the benefits of planning. I have also shared the joy with my clients by helping them achieve their financial goals.  I received Alexander E. Loeb Gold Medal for the highest score in Pennsylvania on the May 1977 CPA exam. The firm has been awarded the designation by Bloomberg WealthManager as one of America's top wealth managers for each of the last three years.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance: PA, NJ
  • Health/disability insurance: PA, NJ
  • Fixed annuities: PA, NJ
  • Variable annuities: PA, NJ

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Retirement, Long-term Care

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Helpful Financial Planning Resources