Understand your wealth’s potential.
Retirement and tax planning that goes beyond your investments.
An educational-first approach
Transparent pricing
Commission-free advice
![Jason Stein at Bluepoint Wealth](https://cdn.prod.website-files.com/6551af704dc4da1b09cce313/65e2a976746dd3ee8aa323de_jason-stein-bluepoint-wealth-web.jpg)
How I Can Help
Retirement and Tax Planning
Independent Advisor Relationship
Clear, Name-Brand Investments
Plan for your future
Questions I can help you answer.
Are my investments appropriate for my situation?
How can I reduce taxes now, and in the future?
Can I maintain my lifestyle throughout retirement?
Get complete clarity
I have tools that can help.
Organize all of your finances
Understand how the IRS views every dollar of your income
Spend from your accounts while minimizing taxes
Independent Fiduciary Advice
I work only for you — not a broker, bank, or insurance company. Your financial well-being is my top priority and all of my recommendations are designed to help you reach your unique financial goals.
Certified Financial Planner™
I’m a CERTIFIED FINANCIAL PLANNER™ and Retirement Income Certified Professional (RICP®) in Irvine, CA. Most of my clients are in Southern California, but I also work with families all over the country. As a second generation financial advisor, I’ve witnessed the rewarding benefits of guiding individuals through life’s financial journey and look forward to building the long-standing relationships not typically found from institutional affiliations.
Evidence Based Approach
My approach is supported by evidence and research, not short-term predictions or guesswork. I aim to empower my clients with knowledge so they feel confident in their financial decisions.
Secure Investments
Trusted account solutions.
I have established a strong relationship with Charles Schwab, one of the leading investment platforms in the industry - allowing my clients access to their online platform, statements, tax forms, and dedicated support staff, ensuring your money is held at an institution you know and trust. By leveraging the resources and capabilities of Charles Schwab, I am able to deliver a seamless, yet personalized, experience.
Here's what people are asking.
Answer
As an independent registered advisor, I am not tied to specific products or strategies. I prioritize recommending what truly fits your needs, without any pressure to sell proprietary products or earn commissions.
By focusing on service over sales, you can feel confident that our interests are aligned.
Click here to learn more About Me.
By focusing on service over sales, you can feel confident that our interests are aligned.
Click here to learn more About Me.
Answer
To assist every client with tailored Retirement, Tax, and Investment strategies, I offer one all-inclusive service at a straightforward fee:
1% of the account balance, which quickly scales down for assets above $1,000,000.
There are no additional onboarding, retainer, subscription, hourly, net worth-based, complexity, financial planning, or tax planning fees.
1% of the account balance, which quickly scales down for assets above $1,000,000.
There are no additional onboarding, retainer, subscription, hourly, net worth-based, complexity, financial planning, or tax planning fees.
Answer
Tax Planning is using what I know about your finances to help you pay less in taxes over your lifetime. I look at things like your income sources, how investments are taxed, and different ways to withdraw money from retirement accounts. I also consider the impact each of these have on Social Security, and even how much you pay in Medicare premiums.
While I don't file your tax return, I'm always happy to coordinate these decisions with your CPA or qualified tax professional.
While I don't file your tax return, I'm always happy to coordinate these decisions with your CPA or qualified tax professional.
Click here for more information about Tax Planning.
Answer
I enjoy meeting with clients in-person, but for those outside the Orange County / Los Angeles area (or prefer the convenience of a hybrid approach) I'm also fully equipped to work virtually as well.
In addition to our scheduled meetings, I encourage you to reach out whenever you have questions or new developments arise.
In addition to our scheduled meetings, I encourage you to reach out whenever you have questions or new developments arise.
Answer
Selecting a financial advisor is a big decision that requires careful consideration. And let's face it, every firm's website is designed to impress.
Don't just take my word for it, here are 10-questions the CFP® Board thinks you should be asking any advisor you're considering.
Click here to review those questions.
Don't just take my word for it, here are 10-questions the CFP® Board thinks you should be asking any advisor you're considering.
Click here to review those questions.
Here's what people are asking.
Why should I work with an Independent Advisor?
As an independent registered advisor, I am not tied to specific products or strategies. I prioritize recommending what truly fits your needs, without any pressure to sell proprietary products or earn commissions. By focusing on service over sales, you can feel confident that our interests are aligned.
Click here to learn more About Me.
Click here to learn more About Me.
How do you get paid?
Effective financial advice combines comprehensive financial planning and your investment strategy. To assist clients with tailored retirement, tax, and investment strategies, I offer one all-inclusive service at a straightforward fee; 1% of the account balance, which quickly scales down for assets above $1,000,000.
There are no additional onboarding, retainer, subscription, hourly, net worth-based, complexity, financial planning, or tax planning fees.
There are no additional onboarding, retainer, subscription, hourly, net worth-based, complexity, financial planning, or tax planning fees.
What is Tax Planning?
The tax planning I do uses what I know about your current and future financial situation to help you pay less in taxes over your lifetime. This includes looking at your sources of income, taxes on investments, how to take money out of retirement accounts, and even the premiums you pay for Medicare. While I don’t file your return, I’m always happy to coordinate these strategies with your CPA or qualified tax professional.
Click here for more information about Tax Planning.
How do we work together?
I enjoy meeting with clients in-person but, for those who do not live in the Orange County / Los Angeles area, or would prefer the convenience of a hybrid experience, we can also work together virtually.
What else should I be asking?
Selecting a financial advisor is a big decision that requires careful consideration. And let's face it, every firm's website is designed to impress. Don't just take my word for it, here are 10-questions the CFP® Board thinks you should be asking any advisor you're considering.
Click here to review those questions.
Click here to review those questions.
Let's get started.
Take the next step towards your financial goals with my free Financial Health Assessment.