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


  • 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
  • Assistant Program Chair | CFA Society Providence
  • Member | State of Rhode Island Financial Empowerment Roundtable

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, and their dog, Layla.