Beth Blecker

Beth Blecker is recognized by Continental Who’s Who as a Pinnacle Professional in the Finance Industry as a result of her role as CEO and Owner of Eastern Planning, Inc., a Financial Planning Company. Eastern Planning, Inc. began in 1995 with a simple vision to provide superior customer service and personal, practical advice. In 2000, Beth took over as CEO of the company and grew the firm to its present scope, serving hundreds of clients nationwide. As CEO, Beth strives to earn her clients' trust at all times. She takes her responsibilities seriously, and believes in being there – face to face – every step of the way, year after year. Beth understands the emotional and intellectual perspective of her clients, enabling her to address clients’ unspoken needs and concerns, especially relating to multi-generational family issues. She feels very strongly that the Eastern Planning family becomes a part of the families of clients. Beth continuously takes pride in helping clients use their financial resources wisely to make their retirement years become the best years of their lives. In her current position, Beth is an IRA and distribution expert, counseling near-retirees on proactive financial management. She focuses on helping women to  develop strong financial literacy and guides each client to take an active role in creating their own  customized investment portfolio. In addition, Beth  lectures at local colleges, offers regular workshops, and has hosted the weekly internet show, Taking Control: Financial Independence for Women.  Throughout her educational career, Beth earned her Bachelor’s Degree in Education and History from Fairleigh  Dickinson University. She is presently a member of Ed Slott Master Elite Advisors, an organization of financial advisors who are dedicated to being among leaders in the IRA industry. Beth is also the Past President of the Rockland Business Women’s Network, a non-profit organization that supports and empowers women by providing networking and  educational opportunities.

 

Learn more at www.easternplanning.com.