# CenterPoint Financial Management

CenterPoint Financial Management is a Venture Capital based in Irvine, United States.

## Overview

- **Organization type:** Venture Capital
- **Headquarters:** Irvine, United States
- **Region:** North America
- **Address:** Irvine, CA, United States
- **Founded:** 2011
- **Assets under management:** Undisclosed
- **Website:** centerpointfm.com
- **LinkedIn:** https://www.linkedin.com/company/centerpoint-ventures

## Regulatory record

- **Reports private funds:** No

## About

Looking for a financial advisor in Irvine, CA? Centerpoint Financial Management is a fiduciary, fee-only CFP® and CPA financial planning firm in Irvine, CA focused on your financial planning, income tax planning, retirement planning and investment management needs.

## People

- JP Geisbauer — Founder, CPA, CFP®

## Questions

### What is JP Geisbauer's professional background before founding CenterPoint Financial Management?

Geisbauer began his career at PwC and regional CPA firms before serving as CFO for an ultra-high-net-worth family office for 11 years. His certifications include CPA, CFP®, and CEPA. That combination — public accounting, private-family-office operations, and personal financial planning — shapes the firm's tax-first retirement framework.

### Does CenterPoint Financial Management earn commissions or sell financial products?

No. The firm operates on a fee-only basis and does not accept commissions or product fees. Geisbauer explicitly positions CenterPoint as an independent fiduciary, a structure he adopted after observing family-office principals avoid conflicted distribution models.

### Who is CenterPoint Financial Management's typical client?

The firm targets California-based business owners, executives, consultants, and professionals described as 'diligent savers' nearing retirement. Marketing materials emphasize tax-efficient retirement planning and income tax planning, reflecting the founder's CPA background.

### Where does the firm's family-office DNA come from?

Geisbauer spent 11 years as CFO of an ultra-high-net-worth family office, developing expertise in wealth preservation and legacy planning. That tenure informs CenterPoint's approach to retirement cash flows, tax strategy, and multi-decade planning, per the firm's website.

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- [Viola Group](https://altss.com/profile/viola-group)
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Last updated: 2026-07-06T01:24:13.871Z

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