Laurie Siebert
Program HostLaurie is 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. Based in Pennsylvania’s Lehigh Valley, Laurie provides tailored, personal financial and tax planning services to individuals and families locally and throughout the United States. Clients and other professionals’ benefit from her strong estate planning background, including estate tax, gift tax, PA Inheritance tax, and fiduciary income tax preparation and planning. Laurie’s experience allows her to see missed tax planning opportunities in fiduciary work that others with less familiarity may miss.
At Valley National Financial Advisors, Laurie collaborates with a dedicated investment advisor to offer comprehensive wealth management services, integrating tax, financial, and investment planning. With her genuine care for clients, Laurie listens attentively to their concerns and tirelessly works to solve their problems, particularly during sensitive life events. After 30 years of experience in accounting and finance, Laurie finds joy in connecting with people, making investments in their lives, and building lasting relationships across multiple generations.
Laurie hosts Your Financial Choices every Wednesday at 6 PM on WDIY to educate listeners in improving their financial skills and making informed decisions. Additionally, she contributes articles to news publications, serves as a media resource, and formerly served on the editorial board for the PICPA’s CPA Journal as Personal Financial Planning Column coordinator. Committed to her fiduciary responsibility, Laurie stays updated on ever-changing laws and regulations through ongoing education.
Laurie previously served as President of Women United, an affiliate of the United Way of the Greater Lehigh Valley. She spent several years on the board of the Estate Planning Council of the Greater Lehigh Valley, including as Past President. Laurie resides in Orefield with her husband, loves spending time with her son and two daughters, and enjoys vacationing with her family at Lake Michigan.
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On this episode of Your Financial Choices, Laurie Siebert talks with Bill Henderson of Valley National Financial Advisors about the state of the market, and answers listener questions. -
On this episode of Your Financial Choices, Laurie Siebert talks about estate details and the importance of having those details planned early. -
On this episode of Your Financial Choices, Laurie Siebert talks about financial freedom, what it means, and how to find it. -
On this episode of Your Financial Choices, Laurie Siebert talks about planning for the retirement years and the options you can consider. -
On this episode of Your Financial Choices, Laurie Siebert discusses the ins and outs of tax credits, how to use them, and their value, and answers listener questions.
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On this episode, of Your Financial Choices, Laurie Siebert breaks down a wide range of topics important to ensuring a stable financial life, and answers listener questions. -
On this episode of Your Financial Choices, Laurie Siebert discusses sources of college funding including scholarships and student aid, and answers listener questions.
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On this episode of Your Financial Choices, Laurie Siebert talks about supercharging your financial gifting as part of estate planning.
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On this episode of Your Financial Choices, Laurie Siebert looks at the often-difficult transitions that come with marriage, divorce, retirement, or death of a loved one, and answers listener questions.
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On this episode of Your Financial Choices, Laurie Siebert talks about various educational resources and what to do with them and answers listener questions.
