Jason Ramage

Paraplanner

Jason Ramage, CFP® is a Financial Advisor and Paraplanner working closely with Sonya’s clients.  He gathers information in advance of financial planning reviews, evaluates client goals and scenarios, and delivers Sonya’s notes and recommendations. 

Jason joined our practice in 2021 after six years in Fidelity’s client service center in Covington, KY, where he earned the CERTIFIED FINANCIAL PLANNER® designation.  He enjoys giving back to our profession as a board member for the Financial Planning Association (FPA) of Southwestern Ohio and as Treasurer of the Madisonville Business Chamber in Cincinnati.  With his family, he enjoys exploring the outdoors on day-hikes and camping trips, learning board games, and catching a few games during the year – usually the Reds and Louisville Cardinals.  They attend St. Cecilia Church in Cincinnati.  His family is looking forward to an epic extended vacation in Japan planned for 2026!

Jason is also an Eagle Scout and a graduate of the University of Louisville with a Bachelor of Science in Business Administration.

4605 East Galbraith Road, Suite 200
Cincinnati, OH 45236
(513) 898-9100
info@touchpointwealthpartners.com

Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered Through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201 TouchPoint Wealth Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

Click here for Valmark Customer Relationship Summary.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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