Focus: Insurance Strategies, Retirement Income Planning, College Funding Strategies, Investment Strategies
Jason Sirotak is a Financial Planner with WestPoint Financial Group. He 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 strategies for their children and grandchildren.
Jason received a Bachelor of Science in Business from Miami University in Oxford, Ohio, with a major in Finance. He has been a financial advisor since 1999. Jason has shown his commitment to further his professional development by achieving his ChFC® (2001), ChFC® (2013), RICP® (2016), and CFP® (2020) designations.
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 free time, Jason enjoys sports of all kinds and spending time with his wonderful wife, Kelly, and their three daughters.
Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Jason Sirotak a registered representative of and offers securities & investment advisory services through MML Investors Services, LLC, Member SIPC (www.SIPC.org). Supervisory office 8044 Montgomery Rd, Suite 620, Cincinnati, OH 45236. *For more information on the Five Star Wealth Manager award and the research/selection methodology go to: fivestarprofessional.com
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8044 Montgomery Road Suite 620
Cincinnati, OH 45236