JP  Geisbauer,  CFP<sup>&reg;</sup> - Financial Advisor

JP Geisbauer, CFP®

CPA

Centerpoint Financial Management LLC

7700 Irvine Center Dr, Ste 800
Irvine, CA 92618-3047
FINANCIAL ADVISOR'S WEBSITE
(949) 753-2875 CONNECT WITH JP
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General

JP Geisbauer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Centerpoint Financial Management LLC in Irvine, CA and the surrounding communities.

Financial Advisor Overview

Centerpoint Financial Management LLC is a fiduciary, fee-only financial planning firm located in Irvine, CA. We do not sell financial products or work on commission. Our advice is independent, objective and analysis driven. We collaborate with you to devise a plan to help you reach your financial goals, and are ready to assist you along the way. Our client base is predominantly business owners, real estate investors and executives with equity compensation issues. Want to learn more? Schedule a complimentary, 30-minute introductory session today!

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Financial Advisor Experience

As both a CPA and CFP®, I offer a unique perspective on traditional financial planning and investment management. Our comprehensive financial planning process examines all aspects of your financial life to ensure that you are on track to meet your goals in the most tax-efficient manner possible.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources