The Personal Finance CEO

Welcome to the Personal Finance CEO channel, where we discuss personal finance and financial strategies to help you live your best life! Steven A. Boorstein is a Certified Financial Planner® professional, Doctor of Pharmacy and founder of RockCrest Financial LLC. Along with fellow Financial Planner, Aiden Boorstein, we aim to tackle financial questions and topics to help educate listeners about a range of topics in personal finance. Topics we cover include, financial planning, cash flow, tax planning, estate planning, investments and risk management. IMPORTANT! Information presented in this podcast is intended for informational and educational purposes only and does not purport to be investment advice or an offer of investment advice, an offer to buy or sell any security or a recommendation of any investment strategy or course of action. Any graphs, charts, or calculations used are for illustrative purposes only. Check out our full disclosures at: https://rockcrestfinancial.com

Language

English