Updated:
BluePoint Wealth Advisors
Bluepoint Wealth is a fee-only financial advisory practice in Irvine, CA offering independent fiduciary advice. The advisor is a CERTIFIED FINANCIAL PLANNER™...
Overview
Bluepoint Wealth is a fee-only financial advisory practice in Irvine, CA offering independent fiduciary advice. The advisor is a CERTIFIED FINANCIAL PLANNER™ and Retirement Income Certified Professional (RICP®) focused on retirement, tax, and investment strategies. Most clients are in Southern California, with work also done with families across the country. Accounts are held at Charles Schwab.
General information
Firm type
Multi Family Office
Location
Region
North America
City
Irvine
Principals
Jason Stein
CFP®, RICP®
Frequently asked questions
What is BluePoint's investment minimum?
Investment minimums are not publicly disclosed. Many multi-family offices require $5 million or more in investable assets, but this is unconfirmed. Minimums often depend on service level.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research BluePoint Wealth Advisors in Altss
Explore available research and relationship coverage for this adviser in Altss.