Steven Boorstein, Pharmd, Cfp® Email & Phone Number

Williamstown, Nj

Through my 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, coordination, organization, investment management and advice.Note: RockCrest Financial LLC became a state registered investment advisor on 2/24/2016 and (dba under Cambridge Investment Research Advisors from 3/2012 to 2/2016). Registration does not imply a certain level of skill or training. The presence of this LinkedIn profile shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by RockCrest Financial LLC in rendering personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant applicable state exemption. All written content on this profile is for information purposes only. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. RockCrest and Steven Boorstein are not responsible for content or technology of any sites that you may link to through this profile.

Turnersville, Nj & Franklinville, Nj

Independent advisor with Cambridge Investment Research (Broker/Dealer) & Cambridge Investment Research Advisors (a SEC Registered Investment Advisor). From 2002 to 2012, I operated as a sole proprietor In March 2012, I branded the practice RockCrest Financial LLC as a DBA under Cambridge. In February 2014, RockCrest became a state registered investment advisor.My financial practice helped clients who were young and starting families, those who were successful mid-career professionals and business owners, pre-retirees who were in the final 10 years of accumulating assets for retirement and retirees who wanted a professional to help create and manage a retirement income investment portfolio. Developed coordinated financial plans that included both shorter term goal based planning, retirement planning, income planning in retirement and college savings plans. Evaluted outside held assets, such as 401(k), 403(b), TSA/TSP, stock options and other retirement/company benefits. Also helped evaluate how an individual's rental investment properties fit within their financial and retirement planning picture. Helped clients manage their taxable accounts, Traditional and Roth IRAs, SIMPLE IRAs, SEP IRAs, stocks, bonds, mutual funds, exchange traded funds, closed end funds, REITS, commodity futures investments, 529 Plans, and much more.

Marlton, Nj

Provided financial planning and management of investment portfolios. Focused primarily on retirement planning and developing portfolios for clients who were in the retirement asset accumulation stage, as well as, those who required an income stream that would last throughout their retirement. Helped clients manage their taxable accounts, Traditional and Roth IRAs, SIMPLE IRAs, SEP IRAs, stocks, bonds, mutual funds, exchange traded funds, closed end funds, REITS, commodity futures investments, options, 529 Plans, and other investments.

Newtown Squre, Pa

The most important skills and experience I gained from positions held at this company, which relate directly to my career as a Financial Planner, include:- Responsibility for management of financial operations of the company's East Coast Branch;- Development of educational seminars and workshops;- Speaking experience in presenting small, personalized full-day workshops for about a dozen people... all the way up to major speaking engagements of over 150 people at major pharmaceutical conferences.

Contracted work at Wyeth-Ayerst as a Manager in Drug Safety and Surveillance Department.

Education record

Pharm.D., Doctor Of Pharmacy

Magna Cum Laude, GPA=3.56

Bs In Pharmacy, Pharmacy

Pre-Pharmacy

Education record