eQuipt | OneView | Real Time Wealth Management
(845) 627-8300 |
facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Our Credentials

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

Chartered Financial Analyst®

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

Matthew A. Blecker is a CFA

Registered Financial Consultant®

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

Certified Financial Planner™

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

Matthew A. Blecker is a CFP®

Ed Slott's Master Elite IRA Advisor Group

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

*“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.

Sign up now for a FREE copy of this book!

If you worry about getting hacked don't sit there and be defenseless. This book will help teach you how to protect your email, computers, and bank accounts from hacks, malware, and identity theft.

Have Questions?

Check the background of this firm/advisor on FINRA’s BrokerCheck.