Jason Ramage, CFP® in

Jason Ramage, CFP®

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Financial Advisor/Paraplanner at TouchPoint Wealth Partners at TouchPoint® Wealth Partners
📍 Cincinnati, Ohio, United States

Jason Ramage is a CERTIFIED FINANCIAL PLANNER™ at TouchPoint® Wealth Partners, where he helps clients align their finances with their values. A University of Louisville graduate, he is active in the community, serving on the board for the FPA of Southwestern Ohio and as Treasurer for the Madisonville Business Chamber.

Outside of work, Jason is an Eagle Scout who enjoys a variety of activities with his family, including hiking, camping, learning board games, and pickleball. He is a fan of the Cincinnati Reds and the Louisville Cardinals, and actively volunteers in his community.

He and his family are planning an epic extended vacation to Japan in 2026.

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Experience
16 Years
Current Role
Financial Advisor/Paraplanner at TouchPoint Wealth Partners
Location
Cincinnati, Ohio, United States
Personality Overview

How Jason shows up

Communication Style
Decision Approach
Work Preference

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Priorities

Topics Jason cares about

Charitable Planning
Frequently posts about effective philanthropic strategies, such as the "Charitable Swap, " to help clients give with greater impact.
Financial Independence
Shows a keen interest in the positive, abundance-minded mentality of the FIRE (Financial Independence, Retire Early) movement.
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Career

Work history

2-2022
Financial Advisor/Paraplanner at TouchPoint Wealth Partners
TouchPoint® Wealth Partners
1-2021 - 2-2022
Paraplanner
TouchPoint® Wealth Partners
11-2020 - 1-2021
Stock Plan Services Consultant
Fidelity Investments
7-2018 - 11-2020
Stock Plan Services Associate
Fidelity Investments
11-2017 - 7-2018
Financia Associate
Fidelity Investments
In the press

Media appearances

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Education
Bachelor of Business Administration - BBA
University of Louisville
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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