JP Geisbauer

CFP®, CPA, MST

Centerpoint Financial Management LLC

Principal

Contact Me

JP Geisbauer

CFP®, CPA, MST

Centerpoint Financial Management LLC

Principal

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

Contact Me

949-753-2875

Website

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.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Legacy Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Stock Options and Equity Compensation
  • Business Owners
  • Real Estate Investors
  • Busy Professionals

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    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.

  • XY Planning Network
    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.

  • Financial Planning Association
    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.

  • Certified Financial Planner (CFP)
    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.

  • CPA - Certified Public Accountant
    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.

Contact JP Geisbauer

949-753-2875

Schedule a Call With Me
Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 7700 Irvine Center Drive
    Suite 800
    Irvine, CA 92618

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser