Centerpoint Financial Management LLC
Centerpoint Financial Management provides financial
planning, investment management and income tax planning and preparation services. We work with business owners, real estate
investors, and executives with complex equity compensation and stock options. We are located in Irvine, CA,
but work with clients around the
As an independent, fee-only, fiduciary financial advisor, we do not sell products or earn commissions. Our recommendations are objective and analysis driven, and our fees are completely transparent.