Centerpoint Financial Management LLC

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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.

10/16/2026

What is the ideal retirement portfolio? ✅ It may be different than the one used to grow your wealth. 🎯

10/14/2026

Why the PERFECT 🎯time to retire may not exist!

10/12/2026

Is $2M enought to retire ⁉ Why this is the wrong question to ask ✅

10/09/2026

Have an IRA over $1 Million 💰? Use this strategy to reduce taxes! 🎯

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10/07/2026

Retirement has changed. 😳 Plan accordingly! 🎯

10/02/2026

Retiring Soon? Which Accounts Should You Take Money From First? 🤔

09/30/2026

Over age 60 with $2M? Is it Enough to Retire? 🤔

09/28/2026

Are you over 60 with a large pre-tax IRA or 401(k) ⁉ Required minimum distributions could push you into a higher tax bracket sooner than you expect. Here's what you need to know before they start.🎯😳

09/25/2026

Over age 60, with a large pre-tax IRA or 401K balance ⁉ You need to understand how required minimum distributions will impact your taxes in the future 🎯😳

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09/23/2026

Are at an age where you are considering retirement ✅ What is your process⁉

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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