what makes our retirement planning and Wealth management Services Unique?

  • We offer Comprehensive Retirement Planning, Investment Management, and Income Tax Planning services.

  • We are Fee-Only!  We don’t sell products or work on commissions.

  • We are Certified Financial Planners® and Certified Public Accountants.

  • We serve as a Fiduciary Financial Advisor, placing your interest first, 100% of the time.

  • We are Financial Advisors based in Irvine, CA, but work with clients across the country.


Use the calendar below to schedule your complimentary 30-minute call!


Centerpoint Financial Management – Irvine, CA

We are a fee-only, fiduciary financial planning firm in Irvine, CA. Centerpoint Financial Management is conveniently located between the 5, 405 and 133 freeways in the Irvine Spectrum area of Irvine. This area is considered one of the most desirable office locations due to its proximity to John Wayne Airport and the Irvine Spectrum Center, one of Orange County’s most popular dining, entertainment and shopping destinations featuring Javiers, Capital Dim Sum, Cheesecake Factory, Cucina Enoteca, Din Tai Fung, Habana, Wood Ranch, Paul Martin’s, Nordstroms and The Improv. Nearby hotels include Marriott, Courtyard and DoubleTree. Only a short drive away is the world-famous South Coast Plaza and Newport Fashion Island.

Explore financial planning and wealth management with financial advisors in Irvine, CA, located within Orange County California.