Jason Stein, CFP®
Fee-only retirement and tax planning for people approaching or in retirement.
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Serving Clients Nationwide
Fee-only retirement and tax planning for people approaching or in retirement.
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Income Planning
- Retirement Planning
- Tax-Aware Retirement Income Coordination
- Taxes
About Jason Stein, CFP®
For more than 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.”
After years at large firms, Jason saw how hard it is to give personal advice when each advisor carries too many clients. He built Bluepoint Wealth Advisors around the opposite: fewer clients and more time with each one.
Today he works with people approaching or in retirement who have spent their careers saving and making good decisions, but are at a stage of life where the decisions ahead change: when to claim Social Security, how to draw from savings, Roth conversions, and how those decisions fit together over time.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Retirement Income Certified Professional (RICP)
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
Bluepoint Wealth Advisors is an independent, fee-only fiduciary firm. I don't receive commissions and don't sell any products. The only way I'm paid is directly by my clients, for the advice and service I provide.I'm based in Irvine and work with clients throughout Orange County and the Los Angeles area. For those outside Southern California, or who prefer the convenience, we can work together virtually.
Education
UC Santa Barbara Bachelor of Arts (B.A.), Economics and Accounting
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Gen X
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