Radene Gordon-Beck believes sound financial strategies require planning, discipline, and common sense.
The team at Wyomissing is pleased to announce that we are sponsoring Dressage at Devon’s Roaring 20’s Party. Click here to learn more about Dressage at Devon’s upcoming event.
As a wealth manager with Kingsview Partners, Radene collaborates with individuals, families, and business owners to develop and implement investment plans that seek to align their personal values with their financial goals. She focuses on corporate retirement plans, alternative investment programs, risk management, and high net worth client management and asset allocation. These services include holistic financial planning, professional portfolio management, streamlined performance reporting and collaboration with tax and legal professionals.
As part of a team, Radene works in concert with her partners to bring a holistic approach to wealth management for individuals and institutions. This process lends itself to collaborating closely with attorneys and accountants to ensure a full partnership. Her team operates out of the Wyomissing, PA and Miramar Beach, FL offices. Working under a fiduciary standard and a fee-based platform, she has the freedom to provide truly comprehensive client centric strategies and services.
Radene has a life-long passion for finance and finds value in continuing her financial education as she grows her practice, including earning and maintaining designations such as the CIMA (Certified Investment Management Analyst) designation from the Investments & Wealth Institute through the Warton School, University of Pennsylvania. Later she received the CPWA (Certified Private Wealth Advisor) from the Investments & Wealth Institute in conjunction with the Booth School at the University of Chicago. Most recently she earned the RMA (Retirement Management Analyst) certification from the Investments & Wealth Institute.
Away from the office, Radene spends her free time with her husband Hugh, their son Brandt, her three beloved dogs and her Friesian gelding horse, King Arthur. She also pursues her biggest passion, competitive horseback riding, with an emphasis on the discipline of Dressage. She is active with the Reading Symphony Orchestra, member of the Ethics Panel of the Investments and Wealth Institute well as multiple business and women’s organizations.