Elizabeth Gallen Mastromarino CFP®

Managing Director, Van Reed Wealth Management, LLC

Reading, Pennsylvania, United States Contact Info
1K followers 500+ connections

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Financial Planning Advisors

About

Oversees the firm's financial services practice which includes retirement, investment, estate and insurance planning. Throughout her 35 years in the financial advisory industry, Beth has emphasized personalized service to help clients pursue 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

Specialties: Certified Financial Planner™ professional, investment planning, retirement planning, college planning, insurance and long-term care planning, estate planning, charitable giving, and financial planning.

Securities offered through LPL Financial, Member FINRA & SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment Advisory Services offered through Van Reed Wealth Management, LLC., a registered investment advisor. Van Reed Wealth Management, LLC and Financial Planning Advisors are separate entities from LPL Financial.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The financial professionals associated with Financial Planning Advisors may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Activity

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Experience

  • Managing Director

    Financial Planning Advisors

    - Present 8 years 4 months

    1122 Penn Avenue Wyomissing, PA 19610

  • Managing Director

    Van Reed Wealth Management, LLC

    - Present 17 years 7 months

  • Committee and Board Member

    United Way of Berks County

    - Present 22 years

    Reading, PA

    Investment Advisory Committee 2002-present
    Finance Commitee - 2013-2019
    Board of Directors 2013-2019

  • President

    Sterling Financial Advisors, LLC

    - 7 years 2 months

  • Registered General Securities Principal

    Walnut Street Securities

    - 13 years

    Independent investment advisor providing financial planning and investment advisory services to high net worth clients and corporate retirement plans.

  • Commitee and Board Member

    Junior League of Reading, PA Inc

    - 12 years

    Reading, PA

  • Merrill Lynch Graphic

    Financial Consultant

    Merrill Lynch

    - 8 years 7 months

  • Beard & Company Inc. now ParenteBeard LLC Graphic

    Staff Accountant

    Beard & Company Inc. now ParenteBeard LLC

    - 2 years

    Wyomissing, PA

Education

  • Villanova University Graphic

    Villanova University

    BS Accounting

    -

    Activities and Societies: Accounting Society, Field Hockey, Ski Club

  • Wilson High School

    -

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