JP Geisbauer

With a strategic eye fine-tuned over 25 years in the financial industry, JP Geisbauer is not just an advisor; he is a dual-certified powerhouse – both a CPA and CFP® professional – who guides his clients as they prepare for retirement. As founder of Centerpoint Financial Management, JP synthesizes his depth of knowledge with a personalized approach, charting a plan to help you realize your financial aspirations.

Emerging from the esteemed ranks of PwC, JP honed his acumen at local CPA firms, cultivating specialized strategies for small business owners and their owners. His insight is particularly profound given his 11- year tenure as a CFO for an ultra-high-net-worth family office, mastering the intricacies of wealth preservation and legacy planning.

Residing in beautiful Irvine, California, JP is more than a seasoned financial professional but also a lifelong learner, world traveler, and podcast enthusiast with a sharp sense of humor.

For successful business owners and executives nearing retirement, JP is the financial architect you need – a visionary who constructs plans to create peace of mind.

About Centerpoint Financial Management:

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 business owners and executives 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.

We can provide these services in the following formats: One-Time Financial Plan, Ongoing Financial Planning, Investment Management, and our most comprehensive offering Ongoing Financial Planning + Investment Management.

We are based in Irvine, CA, and work with clients throughout Los Angeles and Orange Counties. Proud to be a California based business.

Please visit our website to learn more. You may also book a complimentary 30-minute consultation at www.centerpointfm.com/connect. Take control of your retirement journey. Your tomorrow starts today.