Steven  Boorstein,  CFP<sup>&reg;</sup> - Financial Advisor

Steven Boorstein, CFP®

RockCrest Financial LLC

551 New Rd, Ste B
Somers Point, NJ 08244-2020
FINANCIAL ADVISOR'S WEBSITE
(856) 694-3288 CONNECT WITH Steven
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General

Steven Boorstein is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at RockCrest Financial LLC in Somers Point, NJ and the surrounding communities.

Financial Advisor Overview

My firm is a flat-fee comprehensive financial planning practice. We do not charge any additional AUM fees to clients. Our role as your Personal Finance CEO is to help provide coordination, consolidation, simplification and accountability in just about every area of your personal finances. We serve clients in NJ, PA and virtually in several states throughout the US.

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Financial Advisor Experience

26 years

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Broker-Dealer Disclaimer

Advisory services offered through RockCrest Financial LLC, an investment adviser registered with the state of New Jersey and other jurisdictions as required. Registration as an investment adviser does not imply a certain level of skill or training. RockCrest Financial LLC does not provide tax or legal advice, and we encourage you to consult with tax or professional legal advisors before implementing any legal or financial planning strategies. Information presented on RockCrest Financial’s website, as well as social media sites linked on this page, is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Sudden Wealth

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Helpful Financial Planning Resources