RockCrest Financial LLC

RockCrest Financial LLC Helping successful people integrate their values & goals to achieve true financial independence.

Through our full-service financial planning firm, our advisors provide "Personal Financial CEO" services to successful, high net worth individuals and families. We help clients align their financial goals with their most deeply held values. We help them achieve those goals by providing services that coordinate, consolidate and simplify their lives, along with a comprehensive strategy and plan. We

hold ourselves, other professionals clients work with and the client, accountable for doing the things that need to get done. Clients receive this service for an all-inclusive flat fee, which includes all comprehensive planning, coordinating and investment management/advice. RockCrest's CEO, Steven Boorstein, CFP®, has been quoted at MoneyGeek.com, The Daily Nurse, TheStreet.com, NerdWallet and Cafe Mom’s The Stir. In addition, over the past 18 years he's been an adivosr, Steve's given dozens of talks on financial topics, including “How to Pay for College Without Going Broke!” to parents and students. Go to http://RockCrestFinancial.com or e-mail us at [email protected] to contact us or set up a meeting.

RockCrest: Our latest Personal Finance CEO content! 08/01/2012 -
04/03/2026

RockCrest: Our latest Personal Finance CEO content! 08/01/2012 -

This is why taxable accounts may be more the "Cinderella" than "ugly stepsister" to retirement accounts. Sometimes, the...
03/28/2026

This is why taxable accounts may be more the "Cinderella" than "ugly stepsister" to retirement accounts. Sometimes, the underdog wins...
https://youtu.be/85TTMurRobw

02/26/2026

Why a down market is worse than you think…

02/25/2026

Eliminate taxes with this strategy??

02/20/2026

Consider this before selling!

02/19/2026

The Augusta Rule…Tax-Free Income?

02/18/2026

Why You Shouldn't Wait Until 65 to Retire

Address

551 New Road, Suite B
Somers Point, NJ
08244

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 6pm
Wednesday 9am - 5pm
Thursday 9am - 6pm
Friday 9am - 5pm

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