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

Jason Siperstein, CFP®

CFA

President

Eliot Rose Wealth Management

1300 Division Rd, Suite 301
West Warwick, RI 02893
FINANCIAL ADVISOR'S WEBSITE
(401) 588-5122 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 West Warwick, 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™ (CFP®)
  • Chartered Financial Analyst (CFA)

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