Jason Stein, CFP®
Transparent advice and education to individuals and their families.
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Serving Clients Nationwide
Transparent advice and education to individuals and their families.
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Jason Stein, CFP®
For nearly a decade, Jason Stein has been helping clients achieve their financial goals through transparent advice and client education. Prior to establishing Bluepoint Wealth Advisors, Jason spent nearly 6 years with The Vanguard Group in Scottsdale, AZ.Originally inspired by his grandmother’s adolescent hardships, he’s always been encouraged to help others find financial clarity.
“My grandmother, who was a huge influence on my life, was a teenage girl during the Great Depression. Because she witnessed such financial hardship, she learned at a young age the importance of financial stability, and remained relatively frugal through most of her life. She instilled these values on my father, a financial advisor himself, who began educating me at a young age through our many road trips. In fact, the earliest lesson I recall was about mutual funds, and how I could buy a fund that contains Toys-R-Us, rather than buying the toy itself. What was initially a desire to learn more about my father’s job, quickly became valuable knowledge I knew could be used to help others. In 2013, I moved away from my friends and family, not knowing anyone in Arizona, to pursue a career with Vanguard. Given the indisputable morals behind Vanguard’s reputation, I could not think of a better company to begin my career, and to further enforce how success is achieved by putting client’s priorities ahead of one’s own.”
Jason now looks forward to bringing that industry leading experience, and scaling it down to provide a more personalized relationship with each of his clients.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- The AGC
Primary Location
17595 Harvard Ave Ste C-820 Irvine CA 92614
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free 15-30 minute phone call that will give us both a chance to make sure your situation matches my expertise. I look forward to speaking with you.Offers Investment Management
Yes
About Bluepoint Wealth Advisors
We operate as an independent fee-only fiduciary advisor.Unlike many traditional financial institutions, we do not receive a commission for the recommendations we make, and do not sell any proprietary products. The only way we get paid is for the services we provide, and directly through our clients. When you succeed, we’ll succeed.
We are located in Irvine, California and work with clients throughout the Orange County / Los Angeles area. For those who do not live in Southern California or would prefer the convenience of a hybrid experience, we are happy to work with you virtually.
Education
UC Santa Barbara Bachelor of Arts (B.A.), Economics and Accounting
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Young Families
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