Beth Gallen Mastromarino | CFP®
Beth Gallen Mastromarino, CFP® is President of Van Reed Wealth Management and Financial Planning Advisors. Her responsibilities include overseeing the firms’ financial services practices which include retirement, investment, estate and insurance planning. Throughout her thirty-five years in the financial advisory industry, Beth has emphasized personalized service to help clients achieve their financial goals. She also works closely with corporate clients, defined contribution plans, trustee directed retirement plans, endowments and foundations, helping to formulate investment management strategies and appropriate implementation.
Professional & Business History
Beth acquired Financial Planning Advisors in 2016 and is the President and Managing Director. Beth believes the goals and values of Financial Planning Advisors align with her own and those of Van Reed Wealth Management. She is excited to bring these two companies together to create an even stronger team of experienced professionals—dedicated to providing high levels of client attention and sound financial planning.
Beth founded Van Reed Wealth Management in 2007 following a successful career as the President and Managing Director of Sterling Financial Advisors, LLC. At Sterling, Beth was instrumental in the strategic development of the investment advisory practice.
Prior to her tenure with Sterling, Beth had a successful career as a financial consultant with Merrill Lynch and the development of the investment services division of another local financial advisory firm. She began her career as a staff accountant with Beard and Company.
She is currently a Registered General Securities Principal with LPL Financial and a Certificant of the Certified Financial Planning Board of Standards.
B.S. Accountancy, 1982
Professional Activities & Memberships
Certified Financial Planner (CFP®) Certificant from the Certified Financial Planning Board of Standards
Series 7 General Securities, 1984, held with LPL Financial
Series 63 Uniform Securities, 1984, held with LPL Financial
Series 65 Uniform Investment Advisor Securities, 1997
Series 24 General Securities Principal, 1999, held with LPL Financial
Life and Fixed Annuities, Variable Annuities, Accident & Health, 1985
Certified in Long - Term Care "CLTC" 2003
Estate Planning Council of Berks County -- Member
United Way of Berks County – Board Member
United Way of Berks County – Finance Committee Member
United Way of Berks County – Chairman Investment Advisory Committee
St. Ignatius Loyola CYO Board – Past Treasurer and Fundraising Chair
The Junior League of Reading, PA Inc. – Previous Board Member and Secretary/Treasurer
Montessori Country Day School – Previous Board Member and Treasurer
Financial Planning Association (FPA) Tri-State Area – Co-Chair Spring Symposium