Beth Blecker, financial advisor Rye Brook NY

Beth Blecker

CRD Number: 3092833
Current Firm: Osaic Wealth, Inc.
Compensation Model: Both

Beth Blecker (CRD# 3092833) is the CEO and a Registered Financial Consultant® at Eastern Planning Inc.

 

Drawing upon my many years of experience in retirement planning and particular expertise in distribution strategies, I provide clients approaching their retirement years with proactive financial management, encouraging them to take active roles in creating their own customized investment portfolios.

 

I am a long-time member of Ed Slott Master Elite Advisors, an organization of financial advisors dedicated to serving as leaders in the IRA industry,  I teach retirement planning and distribution strategies to local CPA groups and corporations, as well as at various financial services industry events.

 

I have long been involved in helping women develop financial literacy. I offer regular workshops and have hosted a weekly internet show, Taking Control: Financial Independence for Women (translated for the hearing-impaired). I was also a past President of the Rockland Business Women’s Networ, a non-profit organization that supports and empowers women by providing networking and educational opportunities.

 

A graduate of Fairleigh Dickinson University, I helped launch Eastern Planning in 1995 after a 20-year career in corporate and public accounting. In 2000, I took over as CEO and have grown Eastern Planning into a firm known for its personal, practical advice and superior client service.

 

My passionate interest in the community has inspired me to volunteer in many areas. I serve on the board of People to People and Saint Thomas Aquinas College President’s Council and as a Big Sister with the Rockland County Big Brother Big Sister program.  I am an active tennis player, and I absolutly love 

spending time with my young grandchildren, Reid, Spencer and Harrison.

 

 

CONTACT
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Company Name Location Dates Years
Eastern Planning Inc. Suffern, NY May 1996 - Current 27
Invescor Advisory Services, Inc. Nanuet, NY Jul 2006 - Dec 2018 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Feb 2000
Contact Info for Beth L. Blecker
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Firm Disclaimer:

Securities and Advisory Services offered through Royal Alliance Associates, Inc Member FINRA/SIPC Advisory Services and Financial Planning offered through Invescor Advisory Services, Inc A Registered Investment Advisor.

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