Jason Sirotak, CFP®, ChFC®, CASL®, RICP®

Financial Advisor

Domicile State: OH

Jason attended Miami University in Oxford, Ohio, receiving a bachelor's degree in Business while majoring in Finance.  He has been a financial advisor with WestPoint Financial Group since 1999.  Jason has shown his commitment to further his professional development by achieving his CFP®, ChFC®, CASL® and RICP® designations.

Jason takes great pride in helping clients build a successful financial future. He focuses on helping clients with retirement accumulation and distribution strategies.  Many of Jason's current clients rely on him to implement college savings plans for their children and grandchildren.

Cincinnati Magazine and Five Star Professional partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria. From 2011 through 2020, Jason has been named one of Cincinnati's Five Star Wealth Managers*.  He is very proud to be included in a select group of wealth managers to receive this title.

In his spare time, Jason enjoys sports and spending time with his beautiful wife, Kelly, and their three daughters.

 

* The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered.

 

Phone (513) 332-9982
Fax (513) 621-9300