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

"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

• Certified Financial Planner™, CFP®
• Chartered Financial Analyst, CFA
• Member | Fee-Only Network
• Member | National Association of Personal Financial Advisors (NAPFA)
• Member | Financial Planning Association (FPA)
• President | 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:

• Jewish Voice
  • "Find relief from coronavirus-inspired financial anxiety"
  • "Now is a good time to start planning for you financial future"
  • "The Coronavirus and Your Retirement Savings"
  • "The 3 Most Important People in Your Financial Life"
  • "Some Debt is Good, Some Debt is Bad"
  • "Tips for Picking the Right Financial Advisor"
  • "How to Survive a Bear Market"
  • "Rhode Island State Treasurer Talks About the Student Loan Crisis"
  • "Don't Wait Until It's Too Late to Plan for Long-Term Care"
  • "When Should You Retire?"
  • "3 Financial Distinctions Based on Gender"
  • "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, their daughter, Ariana, and their dog, Layla.