East Rock Financial Services is a California Registered Investment Advisor. As a fee-only firm, we do not sell products and are paid no commissions.

Our services include:

  • Retirement Planning
  • Educational Expense Planning
  • Investment Management
  • Insurance Needs Assessment
  • Estate Planning Needs Assessment
  • Tax Management

​​East Rock Financial Services provides trustworthy, comprehensive financial planning to individuals and couples.

Our goal is to reduce your stress about money so that you can focus your time and energy on what matters most to you. 

We have been quoted by The New York Times on estate planning, by The Wall Street Journal on charitable giving and on tax-loss harvesting, by CNBC.com on long-term care insurance and 529 plans, by BBC.com on low-paying jobs, by Kiplinger on long-term care planning and on pensions vs. lump sums, and (mis-)quoted by Reuters on LGBTQ+ financial planning.

CNBC's Sharon Epperson interviewed Stephanie Lee for this segment on Series I Bonds and TIPS.