Jason Siperstein

CFA®, CFP®

Eliot Rose Wealth Management

President

Jason Siperstein

CFA®, CFP®

Eliot Rose Wealth Management

President

As a fee-only financial planner, my focus is to offer unbiased financial advice to help provide clarity, direction, and peace of mind. - Jason Siperstein, CFA®, CFP®

Rhode Island Fee-Only financial planner located in West Warwick, serving clients locally and across the region

Jason Siperstein is a Rhode Island fee-only financial planner located in West Warwick and seving clients locally and across the country. Eliot Rose Wealth Management provides comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jason Siperstein is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

"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

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.

Jason Siperstein is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

We provide answers through financial planning and investment management to give you clarity and peace of mind.

“Everyone’s needs are different. Yours are at the center of everything we do.”

Every client has different needs and expectations. Everyone wants to know the answer to the question, “Are we going to be ok?”  This question is too important for you to rely on a Google search.

Whatever your needs and expectations may be, we have the experience and expertise you can count on. We consult on your extended family, and healthcare, as these impact your financial wellness.

Our clients have come to view us as their trusted advisor. Whether you need to decide when to retire, nagivate a difficult life transition, or educate the next generation, our team is ready to provide clarity and direction into these new life chapters.

Whatever your goals may be, we are here to provide clarity and direction. We often consult and coordinate with your attorney and CPA to bring your from idea to implementation. 

"Financial Planning is a process, not a multi-page report." 

Your life isn't static. As your situation changes, your plan needs to change with you.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Business Owners and Executives
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jason Siperstein is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Jason Siperstein is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CFA - Chartered Financial Analyst
    Jason Siperstein is a CFA® charterholder

    A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute. A CFA designation is a badge of distinction. It represents a deep knowledge of all things investing, a commitment to ethics, and a passion for always putting investors first. All of which make members unparalleled professionals who are fully engaged in raising the standards of the investment management industry.

  • Financial Planning Association
    Jason Siperstein is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Jason Siperstein

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Office Locations:

  • 1300 Division Road
    # 301
    West Warwick, RI 02893

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