Centerpoint Financial Management provides individuals and families with Comprehensive Financial Planning, Retirement Planning, Investment Management, and Income Tax services. We are located in Irvine, California, and work with people across the country. Centerpoint Financial Management partners with business owners and executives transitioning into retirement.
Highlights and features
- Fee-only, fiduciary, independent financial advice.
- Specializing in tax-efficient retirement planning.
- Serving California-based business owners and executives.
- Free 30-minute introductory consultation available.
- Certified Financial Planner® professionals on staff.
Services
With 25 years of experience in the financial industry, JP Geisbauer brings a strategic perspective to his work, making him more than just an advisor. As a dual-certified expert – both a CPA and CFP professional – he helps clients prepare for retirement with confidence.
JP founded Centerpoint Financial Management, where he combines his extensive knowledge with a personalized approach to create a tailored plan. This enables his clients to achieve their financial goals and aspirations.
Having emerged from the prestigious ranks of PwC, JP developed his expertise at local CPA firms, specializing in strategies for small business owners and their families. His 11-year tenure as CFO for an ultra-high-net-worth family office has given him profound insight into preserving wealth and planning legacies.
JP founded Centerpoint Financial Management, where he combines his extensive knowledge with a personalized approach to create a tailored plan. This enables his clients to achieve their financial goals and aspirations.
Having emerged from the prestigious ranks of PwC, JP developed his expertise at local CPA firms, specializing in strategies for small business owners and their families. His 11-year tenure as CFO for an ultra-high-net-worth family office has given him profound insight into preserving wealth and planning legacies.
Through our holistic financial planning process, we will learn about your goals, values, and aspirations. We will perform an in-depth analysis of your current financial situation, and then develop a comprehensive financial plan. This plan will serve as a roadmap towards achieving your personal and financial goals, putting you in control of your financial future.
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Videos
Introduction to Centerpoint Financial Management and JP Geisbauer, CPA, CFP®
Centerpoint Financial Management provides tax efficient retirement planning for California-based business owners and executives nearing retirement. We simplify the financial planning process and provide a 360-degree view of your entire financial life, giving you the peace of mind and freedom to focus on what matters most.
We are focused on helping you navigate the transition towards retirement. During our process, we will perform a deep-dive into the following service areas: Financial Planning, Investment Management, Social Security Strategies, Tax Planning, Insurance Analysis, and Legacy Planning.
Centerpoint Financial Management is located in Irvine, CA, but through our tech-enabled platform, we are able to work with people across California and the country.
Centerpoint Financial Management was founded by JP Geisbauer, CPA, CFP®.
Schedule your complimentary 30 minute consultation at www.centerpointfm.com/connect.
Reviews (4)
Teresa Beecham
Apr 10, 2024
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JP reviewed my portfolio and found fees I didn't know I was paying. He suggested a new savings account that significantly increased the monthly interest I earn. He also encouraged me to revise my trust and update beneficiaries after my divorce. He even found an error on my prior year tax return resulting in more money coming back to me. JP is incredibly diligent and through. I can't recommend him highly enough.
Eric J.
Sep 29, 2021
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JP and Centerpoint are great. We came in with a pretty complex return (multiple kids, investments, Schedule C combined with W-2 income...), and he rocked it. Very knowledgeable about the ins and outs of tax rules and regulations, and extremely attuned to the importance of back-up documentation and audit-proofing. Flexible and willing to put in the time to make things right, with reasonable rates. We were also able to get everything done remotely, via Zoom and digital signatures. Highly recommended.
Marc G.
May 10, 2020
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Jacqueline T.
Mar 06, 2020
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JP is a joy to work with! He is patient, thorough, and took the time to answer all my questions. I want to start planning now so that I could retire comfortably in the future and wanted someone who could help me plan my current and future financial needs / goals. Working with JP has helped me feel more confident and in control of my finances. Highly recommend!