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

Tax-efficient financial planning for California-based business owners and executives nearing retirement. Many financial advisors say they do tax planning. As both a CFP® and CPA, we have the credentials to back it up.

Additional Information

With a strategic eye fine-tuned over 25 years in the financial industry, JP Geisbauer is not just an advisor; he is a dual-certified powerhouse – both a CPA and CFP® professional – who guides his clients as they prepare for retirement. As founder of Centerpoint Financial Management, JP synthesizes his depth of knowledge with a personalized approach, charting a plan to help you realize your financial aspirations. Emerging from the esteemed ranks of PwC, JP honed his acumen at local CPA firms, cultivating specialized strategies for small business owners and their owners. His insight is particularly profound given his 11- year tenure as a CFO for an ultra-high-net-worth family office, mastering the intricacies of wealth preservation and legacy planning. Residing in beautiful Irvine, California, JP is more than a seasoned financial professional but also a lifelong learner, world traveler, and podcast enthusiast with a sharp sense of humor. For successful business owners and executives nearing retirement, JP is the financial architect you need – a visionary who constructs plans to create peace of mind.