MBA, CIMA®, CPWA®, RMA
Partner | Wealth Manager
Radene Gordon-Beck believes sound financial strategies require planning, discipline, and common sense. As a wealth manager, she works with individuals, families, and business owners to develop and implement investment plans that 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.
After graduating cum laude from Muhlenberg College with a degree in Economics and Finance, Radene earned her MBA in Finance from St. Joseph’s University in Philadelphia. She began her career in financial services as a Senior Credit Analyst at the Bank of Pennsylvania before becoming the Director of Business Development for Main Street Bancorp. Before becoming a partner at Kingsview, she worked as a Financial Advisor at Merrill Lynch and continued building her successful practice at Wells Fargo Advisors.
With Kingsview Partners, Radene is a partner and wealth manager, and as a member of a multi-location team, operates out of the Wyomissing, PA office. Working under a fiduciary standard along with Kingsview’s multi-custodian, fee-based platform, she has the freedom to provide truly comprehensive client-centric strategies and services.
These services include holistic financial planning, professional portfolio management, streamlined performance reporting and collaboration with tax and legal professionals.
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 IMCA™ through the Warton School, University of Pennsylvania. Later, she received the CPWA® (Certified Private Wealth Advisor) from IMCA™ in conjunction with the Booth School at the University of Chicago. Most recently, she earned the RMA® (Retirement Management Advisor) 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 Belgian Warmblood horse, Chewy. 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 as well as multiple local business and women’s organizations.