Tim Roof

Mr. Timothy G.
Roof is a Vice President at Valley National Advisers, Inc. He is also Financial Advisor of the firm.
He works with his clients on strategies for retirement planning needs, investment management, tax planning, insurance planning, and estate planning.
He also serves on Valley National’s Investment Committee, providing experienced, in-depth financial analysis to determine appropriate investment opportunities for clients.
In this capacity, he is responsible for monitoring investment allocation models and securities, such as individual equities, mutual funds, and exchange traded funds.
As a member of the Valley National Financial Advisors Investment Committee, he performs in-depth portfolio analytics to provide wealth management solutions designed to meet his clients’ goals.
Much of his work with clients has been in retirement planning, investments, tax planning, income tax preparation and risk management (life, health, disability and long-term care).
Mr. Roof received his BS in Management and Marketing from Pennsylvania State University, University Park, PA.
He is also a Certified Financial Planner.