RockCrest Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
RockCrest serves individuals, families, trusts, and select business and charitable entities, including high-net-worth clients, delivering two core advisory offerings: a flat-fee comprehensive financial planning and investment management service (branded as a Personal Finance CEO service) and private markets investment consulting focused on real-estate exchanges, DSTs, and Opportunity Zone opportunities. The firm manages client portfolios as part of its bundled planning engagement and has recently stopped offering standalone portfolio management to new clients.
The firm’s planning approach emphasizes a values-based, coordinator role—consolidating clients’ financial affairs, coordinating accountants, attorneys and insurance professionals, and providing ongoing, proactive planning through a scheduled meeting cadence and an online, live financial plan portal. Investment management relies on fundamental and technical analysis with opportunistic rebalancing and discretion under the bundled service, while private markets consulting is provided on a non-discretionary basis and involves structured due diligence and review of third‑party reports.
Distinctive aspects include the integration of flat-fee, high-touch planning with discretionary investment management and included access to basic tax-preparation and estate-document support through the firm’s professional network, as well as a focused practice advising only on private real-estate alternatives rather than a broad set of alternative asset classes. The firm operates with a small, owner-operated team of three advisors that includes multiple CFP professionals and a ChFC, and emphasizes documented client agreements and client choice in implementing its recommendations.
Client services
Expertise
Occupation focus
Fee options
Flat fee for Personal Finance CEO Service ranges from $15,000 to $36,000 annually ($1,250 to $3,000 monthly), based on scope and complexity
Main office
See office551 New Road, Suite B
Somers Point NJ 08244
Advisors at this office
2
Offices (2)
Most active in
New Jersey · Pennsylvania
Also doing business as
Rockcrest Financial LLC · Rockfest Financial LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Steven B
CFP®, Series 63, Series 65
Somers Point, NJ
RockCrest Financial LLC
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 B
CFP®, Series 65
Somers Point, NJ
RockCrest Financial LLC
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 F
ChFC®, Series 63
Bushkill, PA
RockCrest Financial LLC
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.
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