Welcome to RockCrest Financial LLC!
Steven A. Boorstein, CFP®, CCFS™, PharmD
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 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.
He 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, sometimes playing poker (being a financial planner and investment manager has made me good at calculating odds) or enjoying an occasional cigar.
I was born in Pennsylvania, but grew up in Cinnaminson, New Jersey. In sixth grade, we had a project where we had to pick a stock, look up the price in the newspaper daily and chart it for one month. 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 was instilled
with the 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 not having the complete flexibility to always do what I felt was in my clients’ best interest.
That growing discontent led me to leave and go “independent” with Cambridge Investment Research, Inc., in November 2002 (the day before Thanksgiving). My practice was simply Steven A. Boorstein, Financial Planner and there I grew a mostly 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 doing things this way, I was able to create a set of services and adopt state-of-the-art technology that I feel will help RockCrest best serve its clients and continue to grow and thrive into the future.
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, college funding and financial aid strategies, and investment management.
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. 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. You can sometimes find me doing local seminars, blogging and recently even trying my hand at webinars and facebook live broadcasts. If you’re interested in listening to timely financial topics and corny jokes at the same time, follow me on facebook @RockCrestFinancial.
Now that you know more about my background than probably any other professional that you’ve worked (outside of family members)… I’d love to have an opportunity to learn more about you, and how I can help on your journey down the path to financial independence!