$7.4M Total AUM
$7.4M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- PioneerSummit ember
- Established Date
- 12-09-2019
- Office Locations
- 1
Office Locations
7700 Irvine Center Drive Suite 800 Irvine CA
About Centerpoint Financial Management LLC
Centerpoint Financial Management is a fee-only, fiduciary, independent CFP-led RIA in Irvine serving California-based business owners, executives, consultants and other professionals nearing retirement. The firm focuses on tax-efficient retirement and legacy planning alongside portfolio management, using primarily ETF-based allocations. Custodies with Charles Schwab and has been featured in outlets such as Forbes and MarketWatch.
Team overview
46 AVG AGE
$7.4M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
6.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Glacier frontier Ember crest
Client Personas
Delta Bridge
Custodian
Peak pathway Radial Catalyst catalyst
Investment Themes
Vital Vector oak Prime vertex Ember element Legacy
Investment Vehicles
Optima radial Vertex capital
Services
Alpha oak Prime frontier Vertex bridge Timber timber Momentum Atlas crest Insight Foundation Alpha
Technology
Frontier Focus
Owner & Executives
JOHN PAUL GEISBAUER
Chief Compliance Officer, Owner, Principal
- CRD
- #2927334
- Ownership
- 75% or more
(652) 757-4197
timber.value@catalystcapital.com
in linkedin.com/in/pioneer-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,388,317 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,388,317 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,388,317
Equity - Exchange:
12.9% Cash:
35.4% Municipal Bonds:
51.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $556,748,194 | 12.9% |
| Cash | $1,527,820,627 | 35.4% |
| Municipal Bonds | $2,231,308,655 | 51.7% |
| Total | $4,315,877,476 | 100.0% |