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JP Geisbauer, CFP®, CPA

  • Financial Planners
2091 W Coast Hwy, Suite 200
Newport Beach, CA 92663
(949) 258-4360

About Us

Centerpoint Financial Management is a fee-only, fiduciary, independent financial advisor. We do not sell financial products, and we do not work on commission. We will work with you to help you read more
  • About

    Centerpoint Financial Management is a fee-only, fiduciary, independent financial advisor. 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 a time at www.centerpointfm.com/connect .

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