JP Geisbauer, CFP®, CPA
Tax-efficient retirement planning for California business owners and executives
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Serving Clients Nationwide
Tax-efficient retirement planning for California business owners and executives
Areas of Focus
- Exit Planning
- Investment Management
- Retirement Planning
- Social Security Optimization
- Taxes
About JP Geisbauer, CFP®, CPA
Most financial advisors only see your investments. I see your tax return.As both a CPA and CFP®, I don't just build retirement plans. I model income tax returns. Every investment decision, every distribution, every Roth conversion gets stress-tested against its tax impact before it's made. Not after. That distinction is everything.
I spent decades preparing income tax returns, and what frustrated me most wasn't the complexity of the tax code. It was that the information was always arriving too late. By the time a client's return landed on my desk, the opportunities to reduce their tax burden had already passed. The decisions had been made. The damage was done.
That frustration revealed something else: a persistent, costly chasm between financial advisors and CPAs. CPAs are skeptical by nature. It's practically a professional requirement. But that skepticism too often becomes a lack of communication, and the people who pay the price are the clients caught in the middle.
For over 11 years, I served as CFO of a single-family office, coordinating investment strategy, tax planning, legal structure, and asset management for an ultra-high-net-worth family. I was the connective tissue between their team advisors, ensuring every decision was made with full alignment and maximum tax efficiency. I saw firsthand how the top 1% of the top 1% protect and grow their wealth.
I founded Centerpoint Financial Management to bring that same integrated approach to you.
Your retirement plan deserves more than a great investment strategy. It deserves a plan that integrates tax mitigation, cash flow planning, and investment strategy. Built by someone who has spent a career at the intersection of all three.
Professional Designations
- Certified Exit Planning Advisor (CEPA)
- CERTIFIED FINANCIAL PLANNER ®
- 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
- CFP Board
Primary Location
7700 Irvine Center Drive, Suite 800, Irvine, CA 92618
Additional Locations
📍 Huntington Beach, CA
📍 Orange County, CA
📍 Los Angeles, CA
📍 Long Beach, CA
📍 Lake Forest, CA
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
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 Centerpoint Financial Management LLC
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.
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
Hobbies and Interests
- Beach
- Exercising
- Family
- Hiking
- Photography
- Reading
- Surfing
- Traveling
- Volunteering
- Walking
- Working Out
- Writing
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dentists
- Entrepreneurs
- Gen X
- Gen Y / Millennials
- Government Employees
- Individuals
- Living in Retirement
- Non-Traditional Clients
- Physicians
- Real Estate Investors
- Sales Professionals
- Technology Professionals
- Travel Lovers
- Widow
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