Jason Stein, CFP®

Transparent advice and education to individuals and their families.

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
Bluepoint Wealth Advisors Jason Stein, CFP®
Irvine, CA

Serving Clients Nationwide

Transparent advice and education to individuals and their families.

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

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



  • 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


About our Firm

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.


UC Santa Barbara Bachelor of Arts (B.A.), Economics and Accounting

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Families
  • Gen X
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.