CERTIFIED FINANCIAL PLANNER™
University of California, Santa Barbara, B.S., Economics and Accounting
Prior to joining EP Wealth Advisors’ Irvine Team as a Wealth Advisor, Jason Stein worked in wealth management as a Financial Advisor for The Vanguard Group’s Personal Advisor Services®. In that role, he specialized in offering comprehensive financial advice based on client’s tax, retirement, and estate needs and then creating investment recommendations based on a client’s goals and risk tolerance. He earned his CERTIFIED FINANCIAL PLANNING™ designation in 2017 and earned his bachelor’s degree in economics and accounting from the University of California, Santa Barbara. In his free time, Jason is an action-sports enthusiast and loves wakeboarding, waterskiing, hiking, and snowboarding.
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