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.
Professional Designations
Certified Exit Planning Advisor (CEPA)
CERTIFIED FINANCIAL PLANNER™ Professional
Certified Public Accountant (CPA)
Master of Science in Taxation (MST)
Affiliations
American Institute of CPAs
CFP Board
Fee Only Network
National Association of Personal Financial Advisors
Primary Location
7700 Irvine Center Drive, Suite 800, Irvine, CA 92618
Click the 'Book Intro Call' button above to be directed to my calendar. Once there, you can schedule your free, 30-minute introductory call at a time that works best for you. It's just that simple. Take control of your retirement journey. Schedule your call today!
Offers Investment Management
Yes
Offers Tax Preparation
Yes
About our Firm
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.
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.
Education
Bachelor’s in Business Economics, Minor in History - UCSB ||| Master’s Degree in Taxation - CSUF
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.