CFP®, CPA, MST
Centerpoint Financial Management LLC
CFP®, CPA, MST
Centerpoint Financial Management LLC
As both a CPA and CFP®, I offer a unique perspective on financial planning and tax mitigation. I will help you maximize your retirement and minimize your taxes. - JP Geisbauer, CFP®, CPA, MST
Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country
JP Geisbauer is an Irvine, CA based fee-only financial planner. Centerpoint Financial Management LLC provides comprehensive financial planning, investment management and income tax services to help pre-retirees, business owners, executives, real estate investors, and busy professionals organize, grow and protect their assets through life’s transitions. As a fee-only, independent financial advisor, JP Geisbauer does not sell financial products and is never paid a commission. As a fiduciary, JP Geisbauer always puts his clients' interests first.
We offer a complimentary, 30-minute consultation. Please schedule here if you would like to start the conversation.
JP Geisbauer is a seasoned leader with over 20 years of experience in the financial services industry. JP began his career at PricewaterhouseCoopers (PwC), but ultimately transitioned to local CPA firms focused on serving the needs of small and medium-sized businesses and their owners. Prior to founding Centerpoint, JP served as the Chief Financial Officer for an ultra-high-net-worth single-family-office for 11 years. JP launched Centerpoint with the singular focus of using his knowledge and experience to collaborate with individuals and families to help them reach their financial goals.
JP is a Certified Public Accountant and a Certified Financial Planner™ Practitioner and is a proud member of the National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA) and the California Society of Certified Public Accountants (CalCPA).
JP holds a Bachelor’s degree in Business Economics, with a minor in history, from the University of California, Santa Barbara, and a Master’s Degree in Taxation from California State University, Fullerton.
JP lives in Irvine, California and enjoys reading, listening to podcasts, traveling and spending time with family and friends.
JP Geisbauer is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Centerpoint Financial Management provides comprehensive financial planning, retirement planning, investment management, estate planning and advanced income tax planning and income tax preparation services. Centerpoint specializes in helping business owners, real estate investors, and those who have a significant portion of their net worth invested in assets beyond traditional stocks and bonds. As an independent, fee-only financial advisor, Centerpoint does not earn commissions or sell financial products. As a fiduciary, Centerpoint has an obligation to place the client’s interest above its own.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Legacy Planning
- Tax Planning
- Retirees and Near Retirees
- Stock Options and Equity Compensation
- Business Owners
- Real Estate Investors
- Busy Professionals
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
John-Paul Geisbauer is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
JP Geisbauer is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
JP Geisbauer is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
JP Geisbauer is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
JP Geisbauer is a Certified Public Accountant (Learn More)
A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
JP Geisbauer is Quoted on CNN.com: "Why people are buying vacation homes -- before they've even bought a first home"
JP Geisbauer is Quoted on BankRate.com: "Best Use of Tax Refund"
JP Geisbauer is Quoted on CNN.com: "How to get money overseas (without getting burned by fees)"
JP Geisbauer is Quoted in US News and World Report: "Bank Alerts You Should Use to Safeguard Your Bank Account"
JP Geisbauer is Quoted on CNN.com: "More people are avoiding cash. That might not be a good thing."
JP Geisbauer is a Member of the CalCPA Society
JP Geisbauer is a Member of the Greater Irvine Chamber
Contact JP Geisbauer
7700 Irvine Center Drive
Irvine, CA 92618