Jason Stein
CFP®
Bluepoint Wealth Advisors
Founder, Financial Advisor
Jason Stein
CFP®
Bluepoint Wealth Advisors
Founder, Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jason Stein, CFP®
Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country
Jason Stein is an Irvine, CA fee-only financial advisor serving clients locally and across the country. Bluepoint Wealth Advisors provides comprehensive financial planning and investment management to help young professionals, families, business owners and retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jason Stein is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
For nearly a decade, Jason Stein has been helping clients achieve their financial goals through transparent advice and client education.
Jason earned his degree in Economics and Accounting from UC Santa Barbara and began his career 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.
Jason Stein is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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 our own products. The only way we get paid is for the services we provide, and directly through our clients. When you succeed, we’ll succeed.
When it comes to finding a partner to help manage your wealth and navigate your financial future, the decision is as personal as it is financial. Bluepoint Wealth Advisors brings an unwavering focus to ensuring you receive the care, commitment and expertise you deserve.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jason Stein is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jason Stein is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Jason Stein is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Jason Stein
Office Locations:
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17595 Harvard Ave
Suite C-820
Irvine, CA 92614
