Centerpoint Financial Management LLC

Centerpoint Financial Management LLC Tax-efficient financial planning for California-based business owners and executives nearing retirement. Many financial advisors say they do tax planning.

As both a CFP® and CPA, we have the credentials to back it up.

09/02/2026

8 Times When Roth Conversions DO NOT Make Sense! 🎯😮

08/30/2026

3️⃣ things your RETIREMENT PLAN must have ⁉🎯

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08/28/2026

Inheriting an IRA from your parents ⁉ Make sure you understand this rule! 🎯

08/26/2026

Scarcity Mindset⁉ Don't let these things4️⃣ ruin your retirement.

08/24/2026

Inheriting an IRA⁉ Beware of this rule🎯😮

08/21/2026

If you don't fly ✈️FIRST CLASS💺, your kids will! 🤣 Make sure you SPEND your money accordlingly! 🎯

08/19/2026

Taxes in RETIREMENT! 😮 Avoid this critical mistake! 🎯👍

08/17/2026

Gen X Investors: 🤘 Investing too CONSERVATIVELY⁉

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08/14/2026

Are you letting AI plan your RETIREMENT 🗺️ There's one RISK you need to know about 🎯

08/12/2026

Fear of RETIREMENT 😥 Abundant resources. 💰 Scarcity Mindset. 📉

Address

7700 Irvine Center Drive, Suite 800
Irvine, CA
92618

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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