Jason Siperstein
CFA®, CFP®, RMA®
Eliot Rose Wealth Management
President and Wealth Advisor
Jason Siperstein
CFA®, CFP®, RMA®
Eliot Rose Wealth Management
President and Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you navigate retirement. - Jason Siperstein, CFA®, CFP®, RMA®
Fee-Only financial planner located in East Greenwich, Rhode Island serving clients locally and across the country
Jason Siperstein is a Rhode Island fee-only financial planner located in West Warwick and serving clients locally and across the country. Eliot Rose Wealth Management provides comprehensive and objective financial planning and investment management to help retirees and near-retirees 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.
Jason Siperstein has a knack for being able to translate his knowledge into simple, every day, actionable advice. The most rewarding part of Jason’s day is when he hears a client whisper to their spouse, “I feel better now.” That simple phrase is what keeps him going, and really captures what the Eliot Rose firm stands for.
Maybe we should change Jason's title to President of Calm and Reassurance.
At Eliot Rose, Jason leads financial planning and investment management services for clients.
Experience and Credentials
- Over a decade of experience in wealth management
- Former consultant to multiple Fortune 500 businesses
- Holds the gold standard in both financial planning (Certified Financial Planner™, CFP®) and investment management (Chartered Financial Analyst, CFA)
- Has specialized training and expertise in retirement planning and holds the Retirement Management Advisor, RMA® designation
Community Involvement
- Member | Fee-Only Network
- Member | National Association of Personal Financial Advisors (NAPFA)
- Member | Financial Planning Association (FPA)
- Chairman | Financial Planning Association of Rhode Island
- Member | CFA Institute
- Treasurer | CFA Society Providence
- Member | State of Rhode Island Financial Empowerment Roundtable
- Trustee | The Miriam Hospital
Jason live in East Greenwich, RI with his wife, Dana, their daughter, Ariana, and 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.
Transitioning into retirement should be a time to be happy and feel secure. You've worked your whole life for this day. But you catch yourself wondering,
Are we going to be okay?
That's the question keeps most people up at night. And it's why Eliot Rose Wealth Management created our exclusive Sustainable Spending Analyzer® (SSA). The SSA organizes, simplifies & answers the most important questions you have about your retirement.
Retirement planning doesn't need to feel overwhelming
Eliot Rose isn't like most other financial advisory firms. We focus 100% on retirement and are 100% fee-only. Sound refreshing? We hope so.
- Fiduciary: We put your financial interests first – not ours.
- Commission Free: We never charge commissions, ever.
- Retirement Focused: Our business is centered around your retirement.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Retirement Planning
- Comprehensive Financial Planning
- Investment Management
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
Working Together
- Complimentary Initial Consultation
- Virtual Meetings
- No Product Sales
Professional Designations & Affiliations
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Jason Siperstein is a NAPFA-Registered Financial AdvisorThe 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.
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Jason Siperstein is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Jason Siperstein is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Jason Siperstein is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
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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.
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Jason Siperstein is a Retirement Management Advisor® (RMA®)The RMA designation is an advanced certification for financial professionals that provides them with knowledge to build custom retirement income plans for their clients to better mitigate risk and ensure better outcomes. RMA professionals to take a holistic approach to your retirement needs and look beyond managing investments or retirement products and take a multidisciplinary approach to develop a complete framework for your retirement plan.
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Jason Siperstein Serves on the Board of Directors for the FPA of Rhode Island as the Financial Literacy Committee Chair
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Jason Siperstein Serves as Treasurer for the CFA Society of Providence
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Eliot Rose Wealth Management Named "5 Largest Registered Investment Advisors (RIAs) in Rhode Island" by FINTRX
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Jason Siperstein Provides Expert Content to Jewish Rhode Island Business Section
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"Five Questions With Jason Siperstein" is Featured in Providence Business News
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Jason Siperstein Explains the Process to Start a Social Security Disability Claim on TheStreet.com's: Ask Bob?
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Jason Siperstein Contributes to the Jewish Alliance of Greater Rhode Island: "There’s an app for that: Budgeting tools for every personality type"
Contact Jason Siperstein
Office Locations:
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1300 Division Road
Suite 301
West Warwick, RI 2893
