Jason  Siperstein,  CFP<sup>&reg;</sup> - Financial Advisor

Jason Siperstein, CFP®

CFA

President

Eliot Rose Wealth Management

PO Box 810
E Greenwich, RI 02818-0810
FINANCIAL ADVISOR'S WEBSITE
(401) 588-5101 CONNECT WITH Jason
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General

Jason Siperstein is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Eliot Rose Wealth Management in E Greenwich, RI and the surrounding communities.

Financial Advisor Overview

Eliot Rose Wealth Management is a Rhode Island based fee-only financial planner. Eliot Rose provides comprehensive financial planning and investment management services to clients transitioning into retirement. Eliot Rose serves clients as a fiduciary and never earns a commission of any kind.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Financial Analyst (CFA)
  • Other - RMA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Medical & Health Issues, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources