Steven Boorstein is a CFP® professional with 27 years of experience in the financial industry. He has been with RockCrest Financial LLC since 2016 and is also a principal of Nomad Rx LLC, a company involved in real estate management and publishing. His background includes healthcare services at Kennedy Memorial Hospital/Jefferson Health and independent insurance work. RockCrest Financial LLC is a fiduciary-registered advisory firm serving individual clients, families, trusts, and select business and charitable entities. The firm provides discretionary investment management, private-markets consulting focused on 1031 DSTs and Opportunity Zone investments, and comprehensive flat-fee financial planning that integrates investment management.

Aiden Boorstein is a CFP®-certified financial advisor at RockCrest Financial LLC with two years of industry experience. Before joining RockCrest in 2023, he was self-employed and worked in the gig economy with GrubHub and DoorDash. RockCrest Financial serves individuals, families, trusts, and selected business and charitable entities, including high-net-worth clients, offering flat-fee comprehensive financial planning combined with investment management and specialized consulting on private real estate investments. The firm emphasizes a values-based planning approach with coordination of professional advisors and delivers discretionary portfolio management as part of bundled planning services.

John Fredrick is a Chartered Financial Consultant (ChFC®) with 44 years of industry experience. He has been with RockCrest Financial LLC since 2019 and previously worked at Cypress Financial Planning from 2016 to 2019. RockCrest Financial LLC serves individuals, families, trusts, and select business and charitable entities, including high-net-worth clients, offering a flat-fee comprehensive financial planning and investment management service alongside private markets investment consulting focused on real estate exchanges, DSTs, and Opportunity Zone opportunities. The firm emphasizes a coordinated, values-based planning approach and integrates discretionary investment management with access to tax-preparation and estate-document support through its professional network.