Jeremy Portnoff

MSFS, CFP®, CIMA®

Portnoff Financial LLC

Financial Advisor

Jeremy Portnoff

MSFS, CFP®, CIMA®

Portnoff Financial LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jeremy Portnoff, MSFS, CFP®, CIMA®

Becuase you deserve an Educated Advisor. Offices in Mission Viejo CA and Metuchen NJ.

Jeremy Portnoff is a Mission Viejo, CA fee-only financial planner. Portnoff Financial LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jeremy Portnoff is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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 Portnoff, MSFS, CFP®, CIMA® founded Portnoff Financial LLC to provide personalized wealth creation and 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.

Don't let hidden fees squeeze YOUR money! Call ​949-226-8342 (CA) or 732-226-3113 (NJ) to Schedule a complimentary Discovery Consultation or check out a Free Educational Workshop to learn how Portnoff Financial LLC can help you make smart decisions with your money. 

Jeremy Portnoff is a Member of the National Association of Personal Financial Advisors

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.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Professional Associations

Ed Slott's MASTER ELITE IRA ADVISOR GROUP- An exclusive organization of Financial Advisors personally trained by nationally acclaimed IRA Expert, Ed Slott at the highest level of continuous IRA training available anywhere. Master Elite IRA Advisors are armed with specialized knowledge, tools, and programs such as the Complete IRA Care Solution™ which is the most comprehensive program ever created to address virtually every aspect of protecting and growing retirement accounts. Mr. Slott has been cited as "The best source for IRA advice” by the Wall Street Journal and "America's IRA Expert” by Mutual Funds magazine. Learn more about the advantages of working with a Master Elite IRA Advisor.

HS DENT ADVISORS NETWORK- HS Dent is a leading Independent Economic Research and forecasting company that works diligently to provide Financial Professionals with proprietary economic tools needed to accurately forecast what lies ahead in our economy. The Dent Method, developed by company Founder and economic expert Harry S. Dent, Jr. in the late 1980's, is a long term economic forecasting technique based on the study of and changes in demographic trends and their impact on our economy. It works by showing how predictable consumer spending patterns combined with demographic trends allow us to forecast the economy years or even decades in advance. Learn more about the HS Dent Advisors Network.

Paladin Registry- The Paladin Registry is an independent and objective rating service that rates independent financial advisors for consumers. The Registry only awards a 5-star rating to those who meet its industry leading standards for ethics, competence, investor-friendly business practices, and wealth management services. Less than 10% of all advisors are awarded a 5-star rating. Jeremy E. Portnoff, CFP® has been a Five-Star rated advisor in The Paladin Registry since 2006. Click here to view Jeremy's profile on the Paladin Registry.

National Association of Personal Financial Advisors (NAPFA)- The nation's elite organization of strictly Fee-Only comprehensive financial planning professionals. Fee-Only advisors do not sell financial products for commissions. NAPFA Registered Advisors agree to follow the NAPFA Fiduciary Oath and Code of Ethics

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

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.

  • 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.

  • Certified Financial Planner (CFP)
    Jeremy Portnoff is a 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.

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

    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

Contact Jeremy Portnoff

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Office Locations:

  • 27201 Puerta Real
    Suite 300
    Mission Viejo, CA 92691
  • 16 Pearl Street
    Suite 101
    Metuchen, NJ 08840

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