Centerpoint Financial Management LLC
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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.
If you are retiring soon, deciding what to do with your 401k is a BIG decision! 🎯
🎯When do you plan on claiming social security? 💰😎
🎯A comprehensive Retirement Plan connects all of the pieces of your financial puzzle!
Is it better to do Roth Conversions graudually or all at once? 🎯
Click here to claim your Sponsored Listing.
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Website
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 |