Understand your wealth’s potential.

Retirement and tax planning that goes beyond your investments.
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An educational-first approach
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Transparent pricing
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Commission-free advice
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Jason Stein at Bluepoint Wealth
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How I Can Help

Retirement and Tax Planning

Whether you have a team of 2 or 200, our shared team inboxes keep everyone on the same page and in the loop.
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Independent Advisor Relationship

An all-in-one customer service platform that helps you balance everything your customers need to be happy.
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Clear, Name-Brand Investments

Measure what matters with Untitled’s easy-to-use reports. You can filter, export, and drilldown on the data in a couple clicks.
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I Can Help You Answer

Basic features for up to 10 users with everything you need.
I Can Help You Answer
Are my investments appropriate for my situation?
How can I reduce my taxes now?
Do I have enough money for retirement?
Do I need to be investing in anything else?
Can I maintain my lifestyle through retirement?
  • Are my investments appropriate for my situation?
  • How can I reduce my taxes now?
  • Do I have enough money for retirement?
  • Do I need to be investing in anything else?
  • Can I maintain my lifestyle through retirement?

I Have Tools That Help

Basic features for up to 10 users with everything you need.
I Have Tools That Help
Organize all your finances.
Estimate your tax liability.
Understand how the IRS views every dollar of your income.
Spend from your accounts while minimizing taxes.
Determine when to start Social Security.
Plan for your future
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Questions I can help you answer.

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Are my investments appropriate for my situation?
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How can I reduce taxes now, and in the future?
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Can I maintain my lifestyle throughout retirement?
Get complete clarity
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I have tools that can help.

Text here describing why this section is valuable for your clients.
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Organize all of your finances
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Understand how the IRS views every dollar of your income
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Spend from your accounts while minimizing taxes
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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.
Learn more about the different types of advisors
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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.
Learn more about Jason

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.
Learn more about my approach
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Independent Fiduciary Advice

Your financial well-being is my top priority and all of my recommendations are designed to help you reach your unique financial goals. I work only for you — not a broker, bank, or insurance company.
Learn more about the different types of advisors
A blue map path icon.

Certified Financial Planner

I’m a certified financial planner in Irvine, CA. My specialty is retirement planning for those over age 50. Most of my clients are in Southern California, but I also work with clients 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
Learn more about Jason

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
Learn more about my appraoch
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.
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Here's what people are asking.

FAQ

Here's what people are asking.

Come visit our friendly team at one of our offices.
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.
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.
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.

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.
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.

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.
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.
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.

Let's get started.

Take the next towards your financial goals with my free Financial Health Assessment.
Work Together

Let's get started.

Take the next step towards your financial goals with my free Financial Health Assessment.
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Disclaimer

Before making any financial decisions, it's crucial to consult with a qualified financial, tax, or legal professional familiar with your individual circumstances. The material provided here is for educational purposes only and should not be construed as a solicitation for the sale or purchase of any securities.

Any mentioned rates of return are historical or hypothetical in nature and are not indicative of future performance. Investments inherently involve risk, and their values may fluctuate based on market conditions, potentially resulting in returns that are lower or higher than anticipated.

The information presented on this website is intended for general informational purposes and should not be considered a comprehensive analysis of the topics discussed. Although efforts have been made to verify the information on this site is correct and comes from reliable sources, BWA makes no representations or warranties regarding the accuracy, timeliness, or completeness of the information presented on this website. The opinions expressed herein are those of the authors at the time of publication and may change over time.

It's important to note that the information provided is general in nature and should not be solely relied upon without consulting a professional Financial Advisor. Hiring an Investment Advisor or Financial Planner, diversifying your portfolio, or developing a financial plan does not guarantee investment success, as all investments carry inherent risks.

Additionally, tax laws are complex and subject to change. Any tax calculations provided should be considered general in nature, and it's advisable to seek guidance from a legal or accounting professional regarding your specific tax situation. References to specific securities, investment sectors, or strategies should not be interpreted as recommendations or solicitations to buy or sell particular investments.

Hyperlinks included on this website are provided for convenience, and we disclaim any responsibility for the content or products found on linked websites.