Jason Siperstein, CFA, CFP® - President, and Wealth Advisor - Eliot•Rose Wealth Management

"Serving on the board of the Financial Planning Association, I am proud to help elevate a profession that can transform lives through the power of financial planning."  

Experience

• 10 years experience in wealth management 
• Former consultant to Fortune 500 organizations
• Leads financial planning experience for clients to provide direction, clarity, and peace of mind

Community Involvement/Credentials

• Certified Financial Planner™, CFP®
• Chartered Financial Analyst, CFA
• President-Elect and Pro Bono Director | Financial Planning Association of Rhode Island
• Trustee | The Miriam Hospital
• Investment Committee Member | The Jewish Alliance
• Member | Providence Society of Financial Analysts
• Member | State of Rhode Island Financial Empowerment Roundtable

In the News:

• Jewish Voice
  • "4 Tips to Hire the Right Financial Advisor"
  • "The Best Places to Stash Emergency Cash"
  • "4 Strategies to Reckon with the Stock Market Roller Coaster"
  • "The Gift of Education"
  • "What We Can (and can't) Learn About Money From Monopoly"
  • "Are You Really Prepared to be a Senior Citizen"
  • "Nice to Meet You"
• NBC
  • Free Financial Planning Day in Cranston
  • Wealth Management for Young Professionals
  • Money Watchers
• Providence Business News
  • Five Questions with Jason Siperstein

Fun Facts

• Favorite Ice Cream Spot:
  • Ice Cream Barn
• Secret Skill:
  • Table-Tennis
• Thinks About:
  • Advancement in technology

Jason lives in East Greenwich, RI with his wife, Dana, and their dog, Layla.