John Geisbauer is a CFP-designated registered investment advisor at Centerpoint Financial Management LLC, based in Irvine, CA, with 6 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Clients who engage CFM in both ongoing financial planning and investment management services and have less than $1,000,000 of assets under management, will receive a 50% discount on the investment management services quarterly fee. Clients with over $1,000,000 in assets under management will receive ongoing financial planning as part of the fee. These terms may be negotiable.
Fee Estimator
Contact
John Geisbauer
Location
7700 Irvine Center Drive, Suite 800, Irvine, CA, 92618
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
John-Paul is a CPA and provides independent business consulting services to Brunton Management Company. This activity takes about 10-20% of his time and does not create any conflicts of interest.
Employment History
Current Registrations
Centerpoint Financial Management LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
With a strategic eye fine-tuned over 25 years in the financial industry, JP Geisbauer is not just an advisor; he is a dual-certified powerhouse – both a CPA and CFP® professional – who guides his clients as they prepare for retirement. As founder of Centerpoint Financial Management, JP synthesizes his depth of knowledge with a personalized approach, charting a plan to help you realize your financial aspirations. Emerging from the esteemed ranks of PwC, JP honed his acumen at local CPA firms, cultivating specialized strategies for small business owners and their owners. His insight is particularly profound given his 11- year tenure as a CFO for an ultra-high-net-worth family office, mastering the intricacies of wealth preservation and legacy planning. Residing in beautiful Irvine, California, JP is more than a seasoned financial professional but also a lifelong learner, world traveler, and podcast enthusiast with a sharp sense of humor. For successful business owners and executives nearing retirement, JP is the financial architect you need – a visionary who constructs plans to create peace of mind.