JP Geisbauer, CFP®, CPA

Tax-efficient retirement planning for California business owners and executives

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Centerpoint Financial Management LLC JP Geisbauer, CFP®, CPA
Irvine, CA

Serving Clients Nationwide

Tax-efficient retirement planning for California business owners and executives

Areas of Focus

  • Exit Planning
  • Investment Management
  • Retirement Planning
  • Social Security
  • Taxes

About Me

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 Public Accountant (CPA)
  • Master of Science in Taxation (MST)


  • 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

Additional Locations

📍 Huntington Beach, CA

📍 Orange County, CA

📍 Los Angeles, CA

📍 Long Beach, CA

📍 Lake Forest, CA

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


Offers Tax Preparation


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 Take control of your retirement journey. Your tomorrow starts today.


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

Who 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

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.