JP Geisbauer, CFP®, CPA Centerpoint Financial Management LLC

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About JP Geisbauer, CFP®, CPA

JP Geisbauer is a seasoned leader with over 20 years of experience in the financial services industry. JP began his career at PricewaterhouseCoopers (PwC), but ultimately transitioned to local CPA firms focused on serving the needs of small and medium-sized businesses and their owners. Prior to founding Centerpoint, JP served as Chief Financial Officer for an ultra-high-net-worth single-family office in Newport Beach, California. There, he provided a broad range of services, including personal financial statement reporting, cashflow management, investment portfolio oversight, real estate asset management, income tax projection, planning and preparation assistance, and complex estate planning assistance. JP launched Centerpoint with the singular focus of using his knowledge and experience to collaborate with individuals and families to help them reach their financial goals.

JP is a Certified Public Account and a Certified Financial Planner Professional and is a proud member of the Orange County chapter of the Financial Planning Association of Orange County, the National Association of Personal Financial Advisors, XY Planning Network, and the California Society of Certified Public Accountants.

JP holds a Bachelor’s degree in Business Economics, with a minor in history, from the University of California, Santa Barbara and a Master’s Degree in Taxation from California State University, Fullerton.

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Ideal Clients

  • Business Executives
  • Business Owners
  • Gen X
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Monthly Fee: $250+/mo
  • Quarterly Fee: $746+/qtr
  • Flat Fee: $3,000+/engagement
  • Hourly Fee: $250+/hr

SEC Records

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