Michael  Ippoliti,  CFP<sup>&reg;</sup> - Financial Advisor

Michael Ippoliti, CFP®

MBA,

Vice President & Financial Advisor

Valley National Financial Advisors

1655 Valley Center Pkwy, Ste 100
Bethlehem, PA 18017
FINANCIAL ADVISOR'S WEBSITE
(800) 383-8297 x104
(610) 868-9000

General

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

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Personal Financial Planning

Insurance Licenses

  • Variable annuities: PA

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Investment Management, Estate Planning, Government & Military, Getting Divorced, Life Planning, Retirement, Personal Taxes

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Helpful Financial Planning Resources