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Our Credentials

Eastern Planning Inc. is a dynamic participant in the financial services industry. These are just a few of 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

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RFC® is a professional designation awarded by the IARFC to those financial advisors who meet high standards of education, experience and integrity.

Beth L. Blecker is a RFC

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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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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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*“Ed Slott’s Elite IRA Advisor Group” is solely an indication that the financial advisor Beth Blecker has attended training provided by Ed Slott and Company. Ed Slott is not affiliated with Royal Alliance Associates, Inc.