CROSSPOINT CAPITAL MANAGEMENT

Financial Planning Services

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Bringing Tomorrow Closer: Independence at 55, Confidence at 65
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At Crosspoint, we specialize in active, behaviorally aware financial planning for prospective and current retirees. The math behind retirement matters, but the real difference comes from how we act around money. We believe that a successful retirement is defined by the choices you make today. For some, that means achieving financial independence well before 65. For others, it means stepping into a traditional retirement with absolute confidence. Our role is to help people design the plan that makes either possible.​
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Crosspoint Capital Management  • 89 Davis Rd. Ste 160 Orinda, CA 94563 •  415.949.1443
© 2025 Crosspoint Capital Management, LLC. All rights reserved.
Advisory Services offered through Crosspoint Capital Strategies, LLC, (A CA Registered Investment Advisor).
  • Home
  • Why Crosspoint?
  • Get Started
  • Financial Planning
  • Team