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About Us


Eastern Planning was built on the belief that financial planning should feel personal, practical, and connected to real life.

Our Story

Eastern Planning was founded in 1995 after Beth Blecker saw too many hardworking professionals making major financial decisions without the guidance they deserved. Over the years, the firm has grown through long-term client relationships, deep retirement expertise, and a planning approach that looks beyond one account or one moment. Beth built something different: a firm where specialized expertise meets deeply personal relationships, and where every decision is made with one goal in mind, helping clients gain the clarity and confidence to enjoy the life they’ve earned. Today, that foundation continues through Matthew’s steady, client-centered perspective and a team dedicated to making clients feel known, supported, and confident in the decisions ahead.

Our Leadership

Our Team

Rita  Robbins

Rita Robbins

Partner - Affiliated Advisors

Tom Rippberger

Tom Rippberger, CFP®

Partner - Affiliated Advisors

Trisha  Qualy

Trisha Qualy, CFP®

Partner - Affiliated Advisors

Donna  DeMaria

Donna DeMaria

Service Manager

Laura  Miello

Laura Miello

Office Assistant

Our Credentials

Our Process


CFA® Institute is the global, not-for-profit association of investment professionals that awards the CFA designations.

 

Matthew A. Blecker is a CFA

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Our History


Years of experience have prepared us to guide you through your life transitions.

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Our Process

Certified Financial Planner Board of Standards, Inc., the recognized standard of excellence for personal financial planning.

 

Matthew A. Blecker is a CFP

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Our History

An organization of financial advisors dedicated to being leaders in the IRA industry.*


Beth L. Blecker is a Master Elite Advisor

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Ready to plan with confidence and enjoy life?

We help people make thoughtful decisions around retirement, benefits, family, and the bigger picture with more
clarity and less worry, because it’s not just money. It’s life.

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