Our Firm

Beth L. Blecker

plan with confidence...enjoy life ®

Beth L. Blecker*, is the CEO of Eastern Planning, Inc., and has been assisting senior investors for 13 years. Ms. Blecker started her career as an accountant for a local CPA firm 29 years ago.  Looking to expand her offerings, Beth helped launch Eastern Planning in 1995, a financial firm that strives to provide superior level of face-to-face customer service, coupled with honest and practical advice.  In 2000, Beth took over as CEO of the company.

As a credentialed Registered Financial Consultant (RFC), Beth specializes in educating near retirees on the importance of proper and proactive financial management.  Working together with her clients, Beth helps to establish a customized investment portfolio that suits their needs taking into account current spending, cash flow requirements, risk tolerance, and near and long term expenditures.

Beth has lectured widely on financial topics at Rockland Community College, Ramapo College and Marymount College.  Her Retirement Investing class has been well attended in the Rockland and Bergen areas.  In combination with classes open to the public, Beth offers her clients continuing education workshops aimed to give attendees the advantage of wise financial decisions and assistance in recognizing varying opportunities.

Combining her passion for community involvement and financial literacy for women, Beth currently hosts the weekly internet radio show, "Taking Control: Financial Independence for Women" where her show and services are available to the Deaf Community.  She has appeared on News 12's Day Time Edition as a Financial Expert and serves on the board of People to People, United Way of Rockland and the Rockland Women's Business Network (RBWN).  Beth is also actively involved in educating women in finances and holds a quarterly "For Women Only Investment Workshop", furthering her goal to promote Financial Literacy for Women.     

Matthew A. Blecker*, M.B.A, CFA^® , CFP^®   is President of Eastern Planning, Inc.  and focuses on portfolio management and IRA distribution planning.  Matt develops customized portfolios through diligent research that help the clients' meet their goals.

Matt received a B.S. in Insurance from Pennsylvania State University.  He has attained his  Series 7 and 66 and 24 registrations and is separately a registered life, accident and health insurance agent.  Matt attained his CFP^®   (Certified Financial Planner) designation in January of 2004 and his CFA^® (Chartered Financial Analyst) designation in September of 2006.  The CFA^® charter tests the ability to apply knowledge of investment principles across virtually all areas of the investment decision-making process.  In addition, the program's professional conduct requirements demand adherence to the highest standards of ethical responsibility. In February of 2009, Matthew recieved his Masters of Business Administration from Columbia University.  Matthew choose Columbia because ot offered him business education with an exceptional faculty, groundbreaking academic programs and an incomparable network.  Beyond simply acquiring the business and management skills that will bolster Matthew's career path, the Columbia MBA offered Matthew with a one of a kind learning experience in which he made personal developments. Columbia's MBA program was distinguished above the rest. 

As each clients' goals and needs are unique, Matt helps to ensure that the investment objectives are clear to best develop possible investment allocation strategies.  Strategies and money managers are selected based on their asset allocation* approach and can be among the most important decisions influencing the client's long-term investment performance.

Joseph L. Balducci*, Vice President, CFP^® of Eastern Planning, Inc., began working with Eastern Planning, Inc. in 1998.  He Graduated from St. Thomas Aquinas College in Sparkill, NY with a B.S. in Finance. Soon after, Joseph obtained his Series 7 and 63 registrations, and separately, life, accident & health insurance licenses.  In 2006, Joe obtained his Series 24 registration as General Securities Principal.  Joseph attained his CFP^®   (Certified Financial Planner) designation in May of 2009.

He currently works as a service manager on the operations side of Eastern Planning.  It is his duty to help clients with the daily activities of their accounts. Joseph believes that proper service is a key ingredient in the implementation of an investment plan.

 ¹No asset allocation or diversification strategy can assure a profit or guarantee against a loss.

*Securities and advisory services offered through Royal Alliance Associates, Inc., Member FINRA/SIPC.

Beth Blecker and Matthew Blecker offer financial planning and advisory services  through Invescor Advisory Services, Inc., A Registered Investment Advisor