Centerpoint Financial Management LLC

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7700 Irvine Center Dr Ste 800
Irvine, CA 92618
+1 (949) 753-2875
https://www.centerpointfm.com
Centerpoint Financial Management provides tax efficient retirement planning for California-based business owners and executives nearing retirement. We simplify the financial planning process and provide a 360-degree view of your entire financial life, giving you the peace of mind and freedom to focus on what matters most. We are focused on helping business owners and executives navigate the transition towards retirement. During our process, we will perform a deep-dive into the following service areas: Financial Planning, Investment Management, Social Security Strategies, Tax Planning, Insurance Analysis, and Legacy Planning. We can provide these services in the following formats: One-Time Financial Plan, Ongoing Financial Planning, Investment Management, and our most comprehensive offering Ongoing Financial Planning + Investment Management. Please visit our website to learn more. You may also book a complimentary 30-minute consultation at www.centerpointfm.com/connect. Take control of your retirement journey. Your tomorrow starts today.

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Reviews

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5.02 reviews
Eric J.
9/28/2021

JP and Centerpoint are great. We came in with a pretty complex return (multiple kids, investments, Schedule C combined with W-2 income...), and he rocked it. Very knowledgeable about the ins and...

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Jacqueline T.
3/6/2020

JP is a joy to work with! He is patient, thorough, and took the time to answer all my questions. I want to start planning now so that I could retire comfortably in the future and wanted someone...

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