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Our Team

Our History

Eastern Planning, Inc. began in 1995 with a simple vision: provide superior customer service and personal, practical advice. In 2000, Beth Blecker took over as CEO of the company and grew the firm to its present scope, serving hundreds of clients nationwide.

We believe very few advisors can match our knowledge and expertise in the areas of retirement planning and distribution strategies, particularly how best to integrate the compensation packages provided to corporate executives at the major firms in our area. Clients appreciate our emphasis on big-picture strategic planning. We don’t believe in a once-and-done approach resulting in a written document that sits on a shelf gathering dust. Our clients see their plans almost as a living, breathing resource, designed to change and adapt to whatever happens in their lives.

Our Goal

Eastern Planning is always there to assist clients in making some of the most important financial decisions with confidence so they can enjoy their lives.

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Beth Blecker, RFC Photo
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Beth Blecker, RFC

CEO

Beth Blecker, RFC 

CEO


Phone: (845) 627-8300
Fax: (845) 627-8237
bblecker@easternplanning.com

“Every client has different needs and challenges. My goal is to achieve the highest level of understanding of their unique situation. Only then can I help them plan with confidence.”

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

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

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

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

Beth’s passionate interest in her community has inspired her to volunteer in many areas. She serves 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.

An active tennis player, Beth also loves spending time with her young grandchildren, Reid, Spencer and Harrison.

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Matthew Blecker, CFP® , CFA, M.B.A. Photo
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Matthew Blecker, CFP® , CFA, M.B.A.

Chief Investment Officer

Matthew Blecker, CFP® , CFA, M.B.A.

Chief Investment Officer


Phone: (845) 627-8300
Fax: (845) 627-8237
mblecker@easternplanning.com

“It’s important for clients to understand how they can manage their behavior to help achieve their long-term investing goals.”

Specializing in portfolio management and IRA distribution planning, Matt Becker applies his strong analytical skills and diligent research to developing customized portfolios for each client. Along with investment, IRA distribution, retirement and tax planning advice, he guides clients in managing their behavior more effectively in order to maximize the benefits of investing in a diversified, long-term oriented portfolio.

Matt is known for his dedication to educational excellence—most notably his CFA® charter, CFP® certification and M.B.A. from Columbia University Business School, renowned for its value investing expertise and graduates such as Warren Buffett and Mario Gabelli. He earned his Bachelor of Science in Insurance from Pennsylvania State University.

Matt’s contributions of time and resources have helped the Meals on Wheels Association, the USO, the Kennedy Funding Invitational (which raises money for breast cancer centers and research), and People to People. In 2009, he was named one of Rockland County’s Forty Under 40—an award established to recognize the leaders of today and tomorrow—by Rockland Economic Development.

Matt enjoys spending time with his wife Alissa and their daughter Reid, as well as his family and friends. An avid Mets and Giants fan, his other interests include working out, reading, music, history and politics.

Donna DeMaria Photo
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Donna DeMaria

Service Manager

Donna DeMaria

Service Manager


Phone: (845) 627-8300
Fax: (845) 627-8237
donna@easternplanning.com

Donna has moved up to become our Service Manager. She is here to help you with any questions you may have about your statements, documents, or systematic withdrawal's. She is also available if you have any questions with the online systems that we offer to our clients; Wealth Management, Vision 2020, paperless accounts. She can explain the different features of our systems and assist you in navigating these platforms.

Nicole Wolfe-Skowron Photo
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Nicole Wolfe-Skowron

Marketing Director

Nicole Wolfe-Skowron

Marketing Director


Phone: (845) 627-8300
Fax: (845) 627-8237
nicole@easternplanning.com

Nicole likes to keep you up to date with what is going on both in the world and at Eastern Planning. Therefore she has several systems of communications; letters, e-letters, conference calls, webinars, workshops, mailings and social media. She also coordinates all our events, so anytime you have a question about an upcoming program, or would like to sign up to attend an event, Nicole is happy to help.

Susan Agate Photo
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Susan Agate

Client Service Coordinator

Susan Agate

Client Service Coordinator


Phone: 845-627-8300
Fax: 845-627-8237
Susan@easternplanning.com

Susan is the first person you'll see when you visit the office of Eastern Planning Inc. and the first voice you'll hear on the phone. She is here to make sure we are accommodating our clients' needs and that they are receiving the highest level of service.

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