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.

06/03/2026

06/01/2026

05/29/2026

🎯When do you plan on claiming social security? 💰😎

05/26/2026
05/21/2026
05/19/2026

🎯A comprehensive Retirement Plan connects all of the pieces of your financial puzzle!

05/17/2026
05/14/2026

Is it better to do Roth Conversions graudually or all at once? 🎯

05/12/2026

05/10/2026

Is $2M in pre-tax retirement accounts enough for a 60-year old to retire?

Check out this case study to see!

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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