Centerpoint Financial Management provides individuals and families with Comprehensive Financial Planning, Retirement Planning, Investment Management, and Income Tax services. We are located in Newport Beach, California, and work with people across the country. Centerpoint Financial Management partners with business owners, real estate investors and busy professionals to grow and protect their assets through life's transitions.
Services
Centerpoint Financial Management provides comprehensive financial planning, retirement planning, investment management, estate planning and advanced income tax planning and preparation services. We are located in Newport Beach, but work virtually with clients across the country. JP Geisbauer is a seasoned leader with over 20 years of experience in the financial services industry.
We are located in Newport Beach, and work with clients in Irvine, Huntington Beach, Costa Mesa, and the greater Orange County / Los Angeles area. If you do not live in Southern California, we will be happy to work with you virtually. We will ask you to fill out a short questionnaire and gather some documents prior to the meeting.
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.
Income tax planning and preparation services are available to our financial planning and investment management clients. We understand the efficiency of having these services bundled together. We are able to work with both individuals and small businesses. We know you are busy, and we will work around your schedule to make the process as efficient as possible.
The Family Office CFO is our flagship service that bundles Financial Planning, Investment Management, and Income Tax Preparation into one comprehensive offering. Transparent, flat-fee pricing encourages a robust, open dialogue, without the worry of incurring additional fees. The cross-discipline perspective allows for the development of improved tax planning and mitigation strategies.
Reviews (3)
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!
