Steven A. Boorstein, CFP® named a 2012 Five Star Wealth Manager in February’s New Jersey Monthly
PRESS RELEASE – (Franklinville, NJ) February 1, 2012
Steven A. Boorstein, CFP® was named a 2012 Five Star Wealth Manager by Five Star Professional and New Jersey Monthly in the February issue of New Jersey Monthly.
Five Star Professional designates this award to candidates based on 10 objective criteria, including client retention rates, client assets administered, professional designations and education, and favorable regulatory history.
The list of “New Jersey 2012 Select Wealth Managers” in the February Issue of New Jersey Monthly, represents less than 7 percent of wealth managers in the New Jersey Area.
Boorstein commented on the recognition: “It’s very nice to be honored with this award. We have a small, personalized, financial planning practice that focuses on helping clients navigate through many of the financial challenges and opportunities they face each year. Our mission is simple – do the right thing for the client by providing sound financial advice, prudent management of investments and insurance risk management. I’ve been a financial advisor since 1999 and built my own practice as an independent advisor in 2002. I appreciate Five Star Professional and New Jersey Monthly recognizing my financial planning practice.”
For more information please contact Steven A. Boorstein, CFP®, 3288 Delsea Drive, Suite A, Franklinville, NJ 08322. Tel. (856) 694-3288 or visit http://RockCrestFinancial.com
Steven A. Boorstein is a Registered Principal. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. RockCrest Financial L.L.C. and Cambridge Investment Research are not affiliated.
To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information go to www.fivestarprofessional.com
