Welcome to RockCrest Financial LLC!
Meet the founder… Steve Boorstein – Financial Planner, Investment Manager, Pharmacist, Real Estate Entrepreneur, Author, Husband & Dad…
Steven A. Boorstein, is a Certified Financial Planner™ professional, CEO and Founder of RockCrest Financial LLC, an investment advisory firm. Steven also has a Doctor of Pharmacy (PharmD) degree and has been involved in the pharmacy profession for over 25 years.
He is the author of How to Buy Your First Rental Property and Beyond – a book that discusses the pros and cons of owning rental properties, as well as, how to evaluate potential deals from his personal experience of purchasing and managing over 24 rental units.
Steven has been quoted in TheStreet.com, DailyNurse.com, NerdWallet and The Stir on topics ranging from college and retirement planning to teaching kids about money.
In my free time you’ll usually find me at one of my kids’ soccer games, enjoying dinner with family and friends, or occasionally playing poker – being a financial planner and investment manager has made me good at calculating odds 😉
I was born in Pennsylvania, but grew up in Cinnaminson, New Jersey. In sixth grade history class, we had to pick a stock, look up the price in the newspaper daily and chart it for one month on graph paper (yes, before the internet and computers!) From that point, I was hooked on investing! As soon as I started college, I began investing in mutual funds, and then stocks. Eventually, I began trading options and commodities.
I graduated from Philadelphia College of Pharmacy & Science with a Bachelor of Science in Pharmacy 1991 and married the love of my life, Eileen, in 1992. In 1994, received the Doctor of Pharmacy degree from Temple University. By 1998, I had worked in retail and hospital pharmacy, the pharmaceutical industry, academia and association management. But throughout the years, I kept coming back to the conclusion that my true passion was in finance.
In late 1998, I joined Prudential Securities as a FAIT (Financial Advisor In Training). It was a great experience to train and work in the industry as an advisor at a major wall street firm (also called a “wirehouse”). However, as a pharmacist, I was instilled
with the professional ethic of “do no harm” and that the patient always comes first. Although, I loved being a financial advisor and keeping my clients “financially healthy”… I hated being asked to meet sales quotas and lack of flexibility to do what I felt was in my clients’ best interest.
That growing discontent led me to leave that “big brand” broker/dealer and advisory firm and go “independent” with Cambridge Investment Research, Inc., in November 2002 (the day before Thanksgiving). At that time, my practice was simply Steven A. Boorstein, Financial Planner. From there, I grew a fee-based practice. In 2005, I successfully passed the CFP Board’s exam and became a Certified Financial Planner™ professional. In 2012, I decided that branding my practice would allow me to grow it into something greater than just myself, and so RockCrest Financial LLC was born.
In February 2016, I left Cambridge and registered RockCrest Financial LLC as an investment adviser in the states of New Jersey and Pennsylvania. I also serve a limited number of clients in several other states. By being it’s own advisory firm, RockCrest Financial is able to create services and adopt state-of-the-art technology that can help provide an unparalleled experience so that we can continue to do what we have always done…”make sure the client’s needs come first.”
I truly love what I do, and consider myself a “financial coach” as much as a financial planner and advisor. Helping clients use smart planning to work their way through difficult situations, and often helping them invest in ways that help reach their financial goals without losing sleep at night, is one of the most fulfilling endeavors in my life. Although we help many clients with a full range of planning issues, the focus of what we do at RockCrest Financial is on helping individuals and families with retirement “independence” planning, investment management and college funding strategies.
During this journey, my wife and I moved to Williamstown, New Jersey, where we’ve been a part of the community for over 22 years. I served on the Finance Council for Our Lady of Peace Parish from 2009 to 2011, and I currently serve on the Monroe Township Planning Board since January 2018.
We have four awesome kids and a Jack Russel Terrier that is the only one in the family that doesn’t plan on attending college. I love speaking to groups at workshops and writing financial articles. You can follow me on facebook @RockCrestFinancial or look me up on LinkedIn.
Now that you know more about me than probably most professionals you’ve worked with… I’d love to have an opportunity to learn more about you, and how I may be of help on your journey down the path to financial independence!