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
Matthew Blecker, CFP® , CFA, M.B.A.
Chief Investment Officer
Our Team
Rita Robbins
Partner - Affiliated Advisors
Tom Rippberger, CFP®
Partner - Affiliated Advisors
Trisha Qualy, CFP®
Partner - Affiliated Advisors
Donna DeMaria
Service Manager
Laura Miello
Office Assistant
Our Credentials
CFA® Institute is the global, not-for-profit association of investment professionals that awards the CFA designations.
Matthew A. Blecker is a CFA
Certified Financial Planner Board of Standards, Inc., the recognized standard of excellence for personal financial planning.
Matthew A. Blecker is a CFP
An organization of financial advisors dedicated to being leaders in the IRA industry.*
Beth L. Blecker is a Master Elite Advisor
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.