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  country.

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.