Jason Stein (CFP®)

Jason Stein focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • College/Education Planning
  • Real Estate Investments
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

  • Retirement Planning
  • College planning
  • Distribution Strategies
  • Investment Management

Additional Information

For over 8 years, Jason 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.

NAPFA Start Date

January 14, 2022


This Office

17595 Harvard Ave Ste C-820 Irvine, CA 92614 Phone: (949) 239-2127