JP Geisbauer (CFP®, CPA, MST)

JP Geisbauer focuses in the
following client markets or areas of practice:

Business Owners

Corporate Executives

Estate & Generational Planning Issues

Generation X

High Net Worth Client Needs

Tax Planning

Planning Specialties

As both a CPA and CFP®, I offer a unique perspective on traditional financial planning, investment management and income tax planning. Our comprehensive financial planning process examines all aspects of your financial life to ensure that you are on track to meet your goals in the most tax-efficient manner possible. If you have questions, let’s chat. We offer a complimentary, 30-minute consultation. So please schedule yours today!

Additional Information

JP Geisbauer is an Irvine, CA based Certified Financial Planner® Professional (CFP®) and a Certified Public Accountant (CPA). 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.