Our Associates

Jason Sirotak, ChFC, CASL, RICP

Financial Planner
Location
Cincinnati, OH

Jason Sirotak, ChFC, CASL, RICP

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), CASL® (2013), and RICP® (2016) designations.

Cincinnati Magazine and Five Star Professional partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria. From 2011 through 2019, 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.

Jason Sirotak is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC (www.SIPC.org). Supervisory office 8044 Montgomery Road, Suite 620 Cincinnati, OH 45236. Phone (513) 332-9980. WestPoint Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. *For more information on the Five Star Wealth Manager award and the research/selection methodology go to: fivestarprofessional.com

Karyn Frederick

Administrative Assistant to Nick Otto & Jason Sirotak
Location
Cincinnati, OH