Valley FInancial Management, Inc.

Varda Tal is a financial advisor at Valley Wealth Managers, Inc. with 24 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Leumi Investment Services Inc. and Bank Leumi USA. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team, serving institutional clients and high-net-worth individuals. The firm employs a client-specific investment process that includes tactical allocations and a proprietary Valuation Analysis to guide equity selections, offering discretionary portfolio management and modular financial planning.

Allon Harris is a financial advisor with Valley Financial Management, Inc. in New York, NY, holding a Series 63 designation and 12 years of industry experience. He previously worked at Leumi Investment Services Inc. for eight years before joining Valley Financial Management and Valley National Bank. Valley Financial Management operates as Valley Digital Investor, providing discretionary portfolio management and automated implementation of model ETF portfolios through an online platform for individual and high-net-worth clients. The firm’s investment approach is based on client profiles and offers six target portfolios that are automatically managed and periodically rebalanced.

Javier Levy is a financial advisor at Valley Financial Management, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bank Leumi USA and Leumi Investment Services Inc. Prior to his current roles, he spent 12 years at these firms. Levy is a partner and general manager of RPTV Group 1, LLC, an investment vehicle involved in a crowdfunding fund currently in bankruptcy. Valley Financial Management operates its advisory services through Valley Digital Investor, providing online discretionary portfolio management and automated ETF model portfolios for individual and high-net-worth clients. The firm requires electronic account management and funding through Valley National Bank and uses client information to implement and rebalance one of six target portfolios.

Alexander Notaro is a financial advisor at Valley Financial Management, Inc. with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Leumi Investment Services Inc. and Northwestern Mutual Investment Services, LLC. Outside of his advisory role, he is a member of Notaro Holdings LLC, an investment entity focused on mutual funds and ETFs with plans to acquire real estate. Valley Financial Management operates as Valley Digital Investor, providing individual and high-net-worth clients with discretionary portfolio management through an online platform that implements model ETF portfolios based on client profiles. The firm is a wholly owned subsidiary of Valley National Bank and offers automated portfolio rebalancing within a wrap-fee program structure.

Andrew Jianette is a Series 66-licensed financial advisor with two years of industry experience. He is currently with Valley Financial Management, Inc. and has prior experience at Valley National Bank, AE Wealth Management, Madison Avenue Securities, and E.A. Buck Financial Services. Outside of finance, he has worked at Powerhouse Gym Aiea and the University of Hawaii at Manoa. Valley Financial Management operates as Valley Digital Investor, providing individual and high-net-worth clients with discretionary portfolio management through an online platform. The firm uses client information to implement and rebalance model ETF portfolios electronically, requiring clients to maintain accounts at Valley National Bank.

James Clarke is a financial advisor at Valley Financial Management, Inc. based in New York, NY, holding a Series 66 designation with two years of industry experience. His prior work history includes roles at Valley National Bank, Leumi Bank, and Royal Bank of Canada. Valley Financial Management operates as Valley Digital Investor, providing individual and high-net-worth clients with discretionary portfolio management through an online platform that automates model ETF portfolio implementation and periodic rebalancing. The firm requires clients to maintain electronic relationships and fund accounts through Valley National Bank.

Jaime Dashevschi is a financial advisor at Valley Wealth Managers, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Leumi Investment Services Inc. and Bank Leumi USA. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team, serving both institutional clients and high-net-worth individuals. The firm uses a client-specific, risk-quantified investment process with tactical allocations and proprietary equity valuation to construct portfolios that include individual securities, mutual funds, and ETFs.

Chagit Raskin is a financial advisor at Valley Financial Management, Inc. with 10 years of industry experience. She holds the Series 66 designation and has worked at Leumi Investment Services Inc. from 2015 to 2022 before joining Valley Financial Management and affiliated entities in 2022. Valley Financial Management operates as Valley Digital Investor, providing discretionary portfolio management and automated implementation of model ETF portfolios through an online platform for individual and high-net-worth clients. The firm’s investment approach uses client-provided information to generate target portfolios that are automatically implemented and periodically rebalanced, with clients conducting their relationships electronically and funding accounts through Valley National Bank.

Daniel Bernzweig is a CFA® charterholder with 24 years of industry experience. He currently serves as a financial advisor at Valley Wealth Managers, Inc. and has held prior roles at Valley National Bank, Valley Financial Management, Bank Leumi USA, and Leumi Investment Services Inc. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and high-net-worth individuals, offering discretionary portfolio management, financial planning, and wrap fee programs that utilize a proprietary Valuation Analysis and committee-managed model portfolios.

David Volkmar is a financial advisor at Valley Wealth Managers, Inc. in New York, NY, with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Signature Securities and Oppenheimerfunds. Outside of finance, he works as an independent contractor for Uber and Lyft as a rideshare driver during his off hours. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves both institutional and individual clients, offering discretionary portfolio management, financial planning, and various wrap fee programs that utilize a proprietary Valuation Analysis to guide equity selections and tactical asset allocations.