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.

10/23/2026

Over 60 and close to retirement? 📈The investments that got you TO retirement may not be the ones to get you THROUGH retirement! ✅

10/21/2026

Should you payoff your mortgage before you retire? The answser may surprise you! ✅

In this video, I will walk you thru 4 reasons you may want to and 4 reasons you may not want to.

I'll also provide you with 4 important questions to ask yourself to help you decide?

10/21/2026

Need money in retirement ⁉Make sure you understand the income tax consequences! ✅

10/19/2026

Retring in the next 5 years⁉ Make the most out of these high-earning years🎯

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? 🤔

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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