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About Us

Steven A. Boorstein, PharmD, CFP®

Host of the Personal Financial CEO Podcast
 
"Financial planning to me is not only about financial independence, but about integrating the two pivotal aspects of most people's lives... their financial health and their physical and mental well-being."
 

Steve is CEO & Founder of RockCrest Financial, a comprehensive financial planning practice in Somers Point, New Jersey. He has been in practice for over 24 years.

RockCrest Financial
Comprehensive Financial Planning

"Your Personal Financial CEO" - RockCrest goes beyond just creating plans and managing assets... we help successful, busy individuals and families achieve financial independence, and protect their lifestyle."

RockCrest has provided financial planning and investment advisory services to affluent clients since 2012.