JP Geisbauer (CFP®, CPA, MST)

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

  • Business Owners
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Real Estate Investments
  • Tax Planning

Planning Specialties

Having been the CFO for a single-family office for over 11 years, I understanding the interconnectedness of investment management, retirement planning, estate planning, cash flow management and income taxes.  I launched Centerpoint Financial Management to provide individuals and families with access to services once thought reserved for the ultra-wealthy. 

Business owners and real estate investors have specific, complex planning needs that the typical advisor’s “assets under management” model cannot accommodate.  I generally use a flat-fee, monthly retainer model, so that there are no billing surprises and no hesitations to contact me should a question arise.  This fee can include the preparation of an annual income tax projection and income tax return, in addition to the traditional financial planning services.

Additional Information

JP Geisbauer is a Newport Beach, 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.

NAPFA Start Date

January 02, 2020

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This Office

2901 W. Coast Hwy, Suite 200 Newport Beach, CA 92663 Phone: (949) 258-4360