About Beth
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.
Beth founded VRWM 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. Under Beth’s leadership, Sterling earned a spot on Wealth Manager’s (formerly Bloomberg’s) list of top advisors in the country for three consecutive years. Her ongoing client focus, strong operational discipline, and ability to build a talented, committed team have made Beth a respected leader within the community.
Education
B.S. Accountancy, 1982, Villanova University
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