JP Geisbauer, CFP®, CPA Centerpoint Financial Management LLC
- 7700 Irvine Center Drive Suite 800, Irvine, CA 92620
- (949) 258-4360
- http://www.centerpointfm.com/
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.
Before founding Centerpoint, JP served as Chief Financial Officer for an ultra-high-net-worth single-family office in Newport Beach, California. 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 providing this level of service to his clients.
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. Needless to say, the guy is a nerd.
JP is a lifetime learner, an avid traveler, and the world’s “okay-est” surfer.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Business Executives
- Business Owners
- Mid-Career Professionals
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
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
