Jeremy E. Portnoff

MSFS, CFP®, CIMA®

Portnoff Financial LLC

Principal

I can work with clients anywhere!

Jeremy E. Portnoff

MSFS, CFP®, CIMA®

Portnoff Financial LLC

Principal

As a fiduciary financial planner, you can rest assured that I am always working in your best interest. - Jeremy E. Portnoff, MSFS, CFP®, CIMA®

Jeremy Portnoff is a Mission Viejo, CA and Metuchen, NJ financial advisor and investment manager. Portnoff Financial LLC specializes in financial planning, investment management, and retirement planning to help clients work towards their financial goals at all stages of life. Jeremy Portnoff is a fiduciary financial planner.

Jeremy began his career in financial services when he decided to pursue a Bachelor's Degree in Business Administration from the College of Business and Economics at California State University Fullerton. Having an affinity for mathematics, he chose Finance as his major and enrolled in the Personal Financial Planning concentration which is a CERTIFIED FINANCIAL PLANNER™(CFP®) Board registered program.

Upon graduation, Jeremy was eligible to sit for the CFP® exam however he chose to enter the field and gain practical experience before taking the exam. Shortly before graduation, he was recruited by Wise Steward Corporation, an independent financial services firm affiliated with National Planning Corporation, an independent broker/dealer. During his time at Wise Steward Corporation he moved up from an intern to associate advisor to Jr. Partner within two years while earning his NASD (now FINRA) series 6, 63, 7, & 65 securities licenses as well as a life/health insurance license.

Late in 2004 shortly after moving to New Jersey, Jeremy decided to leave Wise Steward Corporation to establish an independent and completely fee-for-Service comprehensive financial planning and investment management practice. Since forming Portnoff Financial LLC in 2005, Jeremy has earned several Professional Credentials, is a member of several Professional Associations and has grown the practice to serving clients in New Jersey, New York, California, Pennsylvania, and Florida.

Jeremy E. Portnoff's fiduciary obligation is governed by:

  • National Association of Personal Financial Advisors (NAPFA)
  • Certified Financial Planner (CFP)
  • XY Planning Network

PORTNOFF FINANCIAL LLC is an Independent Fee-for-Service Registered Investment Advisor offering Comprehensive Financial Planning and Investment Management services to individuals and families nationwide who value independent and professional financial advice.

Jeremy E. Portnoff, MSFS, CFP®  founded Portnoff Financial LLC in 2005 to provide personalized Financial Life Management services with flexibility and objectivity based on the principles of fiduciary responsibility which means your interests always come first. 

As an Independent Financial Advisor, Jeremy has the flexibility to recommend what is best for you. You will benefit from the capability of large firm resources without sacrificing the personalized service of working with an individual advisor who understands your personal financial plan. Working with Portnoff Financial LLC you will be able to:

-Create, manage, and retain more wealth for you and your family so you can achieve your financial hopes and dreams;

-Thoroughly understand your unique values, goals, and financial situation;

-Create more time in your life to do the activities that are most important to you;

-Have comfort and peace of mind by knowing you are on track financially, and; 

-Improve your quality of life by making confident financial decisions.

Portnoff Financial LLC has office locations Mission Viejo California and Metuchen New Jersey as well as working with clients in several other states* remotely via virtual eMeetings.

Don't let hidden fees squeeze YOUR money! Schedule a 15 minute Introductory Call, a complimentary Discovery Consultation, or check out our Introductory eMail Series to learn how Portnoff Financial can help you grow and protect your wealth.

Learn Why Fiduciary Matters When Choosing a Financial Advisor:

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Business Planning
  • Estate Services
  • Education Planning

Ideal Clients

  • Retirees and Near Retirees
  • Young Families
  • Entrepreneurs & Business Owners
  • Medical Professionals
  • Military
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Hourly Fee
  • Monthly Retainer
  • % of Assets Under Management

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jeremy Portnoff is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Jeremy Portnoff is CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Jeremy Portnoff is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Ed Slott's Elite IRA Advisor Group
    Jeremy Portnoff is a member of Ed Slott's Elite IRA Advisor Group

    Ed Slott's Elite IRA Advisor Group℠ is an exclusive organization of financial advisors who are dedicated to being leaders in the IRA industry. Ed Slott has created Ed Slott's Elite IRA Advisor Group℠ as a single resource for serious professionals. Ed Slott's Elite IRA Advisors are equipped with up-to-date tools and resources to help their clients

  • CIMA - Certified Investment Management Analyst
    Jeremy Portnoff is a Certified Investment Management Analyst® (CIMA®)

    CIMA® professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual investors and institutional investors. The CIMA® certification program is the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant.

Contact Jeremy E. Portnoff

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Office Locations:

  • 27201 Puerta Real
    Suite 300
    Mission Viejo, CA 92694

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