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

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Jason Siperstein, CFA, CFP®

President, and Wealth Advisor

"As President of the Financial Planning Association of Rhode Island, 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

In the News:

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, their daughter, Ariana, and their dog, Layla.