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

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 help implement college savings plans for their children and grandchildren.

Cincinnati Magazine and Five Star Professional partnered to find wealth management advisors who satisfy 10 objective eligibility and evaluation criteria. From 2012 through 2024, Jason has been named one of Cincinnati's Five Star Wealth Mangers*. He is very proud to be included in a select group of wealth management advisors to receive this recognition.

*The Five Star Wealth Manager award, issued by Five Star Professional, is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not an endorsement or indicative of the future performance of the wealth manager. A fee was not paid for consideration however a fee is paid for marketing materials. For more information, visit www.fivestarprofessional.com.

For each year listed, the issue date and time period are as follows: <2024>:lssued 09/01/2024 for 12/12/2023-07/09/2024;<2023>:lssued 09/01/2023 for 12/ 12/ 2022-06/30/ 2023; <2022>:lssued 09/ 01/2022 for 01/03/2022-07/01/2022; <2021 >:Issued 09/01/2021 for 12/ 14/2020-07/09/2021; <2020>:lssued 09/01/2020 for 12/02/2019-06/12/2020; <2019> :Issued 09/01/2019 for 11/19/2018-06/28/2019; <2018> :Issued 09/01/2018 for 12/20/2017 -07/19/2018; <2017> :Issued 09/01/2017 for 12/21/2016-06/29/2017; <2016> :Issued 08/01/2016 for 02/10/2016-07/28/2016; < 2015> :Issued 09/01/2015 for 02/10/201 S-07 /25/2015; <2014 > :Issued 09/01/2014 for 02/10/2014-07/25/2014;<2013>: Issued 09/01/2013 for 02/10/2013-07/25/2013; <2012>: Issued 09/01/ 2012 for 02/10/2012-07/25/2012.