JP Geisbauer, CPA, CFP®

Hi! I'm JP Geisbauer. I am a Certified Financial Planner Professional ®, a Certified Public Accountant and the founder of Centerpoint Financial Management, LLC, a Registered Investment Advisor (RIA) based in Irvine, CA. Each week, I release videos focused on the many different aspects of retirement planning. If you want to make sure you see these videos, please subscribe! I am passionate about personal finance education, and I hope that you find these videos informative. But these videos are for general information, entertainment and educational use only. Nothing contained in these videos constitutes individual financial, investment, tax, or legal advice. Before taking any action on any topic discussed in these videos, consult with your own financial planner, investment advisor, tax professional, and/or attorney for advice on your specific situation. #retirement #retirementplanning #taxesinretirement #rothconversion #socialsecurity #retirementincome #retirementgoals

Year created 2024
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