Centerpoint Financial Management is a fee-only, fiduciary, independent financial advisor located in Irvine, CA. We do not sell financial products, and we do not work on commission. We will work with you to help you identify your goals, and develop a plan to achieve them.
Our ideal clients are business owners, real estate investors and executives with complex equity compensation packages that are working towards financial independence/retirement.
We offer a complimentary 30 minute consultation. Please schedule yours today!